Ken Marinace & Associates, Inc (Burbank)

Name: Ken Marinace & Associates, Inc
Address: 3811 West Burbank Blvd., Burbank, CA, 91505
Telephone: 818-846-8092

Ken Marinace & Associates, Inc is a large advisory firm based in Burbank. It manages $114.95 million of regulatory assets for 772 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Ken Marinace & Associates provides financial planning services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ken Marinace & Associates: assets under management

The assets under management (AUM) of Ken Marinace & Associates, Inc is $114.95 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.74 million in discretionary accounts and $75.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150.41 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ken Marinace & Associates, Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ken Marinace & Associates, Inc

Kenneth Anthony Marinace has been acting as President since 1 Apr 1994. Anahid Dana Luke joined the executive team most recently as the General Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Anthony Marinace	President/chief compliance officer	1 Apr 1994	75% - 100%	869908
Anahid Dana Luke	General manager	1 Jun 2005	Other	3217912

Based in Burbank

The principal office where Ken Marinace & Associates, Inc performs its advisory services is located at 3811 West Burbank Blvd., Burbank, CA 91505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-846-8092 or by fax 818-845-2010. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cfsburbank.com/.