Se connecter Inscription gratuite

Kravitz Investment Services, Inc. (Encino)


Kravitz Investment Services, Inc. is a large advisory firm based in Encino. It manages $307.74 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Louisiana, and Texas.

Logo



Kravitz Investment Services provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kravitz Investment Services: assets under management

The assets under management (AUM) of Kravitz Investment Services, Inc. is $307.74 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.83 million in discretionary accounts and $261.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kravitz Investment Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Encino

The principal office where Kravitz Investment Services, Inc. performs its advisory services is located at 16030 Ventura Boulevard, Encino, CA 91436 3017, 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 818-325-3000 or by fax 818-379-6100. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at kplansinc.com.


Registered investment advisers similar to Kravitz Investment Services, Inc.