RKS MANAGEMENT, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
WESTLAKE VILLAGE, California
CRD number
294789
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

RKS Management, Inc. is organized as a corporation with individual ownership and operates as a capital allocator and real estate broker. The firm’s stated advisory activity centers on selection of other advisers rather than direct discretionary management. Fee arrangements are listed as “other,” and the firm does not market itself as an ESG investor. It is not registered as a multi-state adviser, is not newly formed per the available data, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Neal Marks

    Chief Financial OfficerCRD 6628566

  • Megan Rowsey

    Chief Compliance OfficerCRD 6845357

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTLAKE VILLAGE, CA

VENTURA

Location

WESTLAKE VILLAGE, CA

Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
2801 Townsgate Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth