BKA Wealth Consulting is an investment advisor in Cedar Park with $141.24 mm assets under management.
Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
820734231
SEC advisor number
801-121446
FINRA CRD number
288157
AUM ?
$141.24 mm
(as of 18 Nov 22)
Accounts
636
(as of 18 Nov 22)
Employees
11
(10 investment advisory or research)
Office hours
OFFICE VISITS BY APPOINTMENT ONLY, OFFICE VISITS BY APPOINTMENT ONLY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Boyce, Eric, Charles | Managing Member & Chief Compliance Officer | 03/2017 | 50-75% |
Kikel, Jeffrey, Charles | Member | 03/2017 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 May 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22