KENNETH DEAN & CO FINANCIAL ADVISORY SERVICES
Firm details
- Headquarters
- SEAL BEACH, California
- CRD number
- 310318
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kenneth Dean & Co Financial Advisory Services operates as a sole proprietorship, focusing on a variety of financial advisory activities. The firm provides services such as financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, it conducts educational seminars and workshops aimed at enhancing clients' financial literacy. The firm does not engage in capital allocation and is not classified as an ESG investor. Its business activities also include real estate brokerage, which complements its advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KENNETH HINKLE
Chief Compliance Officer, Investment Advisor RepresentativeCRD 6423015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEAL BEACH, CA
ORANGE
Location
SEAL BEACH, CA
Headquartered in SEAL BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 3020 Old Ranch Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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