K2 Financial Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 300913
- SEC number
- 801-120939
- Firm type
- RIA
- Assets under management
- $191.6M as of Mar 21, 2026
- Website
- www.linkedin.com/in/allison-kapadia-100538279 ↗
- Phone
- 626-553-6113
- Address
- 233 South Glendora Avenue, Glendora, CA, 91741
Advisors at this firm
7 in our index · page 1 of 1
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Travis John BettfreundCRD 6700680 · Glendora, CAIA RegisteredBroker
-
Jacob T GormanCRD 7639671 · Glendora, CAIA RegisteredBroker
-
Kevin Takumi KurimotoCRD 4619583 · Glendora, CAIA RegisteredBroker
-
Allison Ranae KapadiaCRD 6624083 · Glendora, CAIA RegisteredBroker
-
Matthew Stuart PhillipsCRD 5299441 · Glendora, CAIA RegisteredBroker
-
Rene Nmn RodriguezCRD 6087511 · Glendora, CAIA RegisteredBroker
-
Omar VelascoCRD 7591219 · Glendora, CAIA RegisteredBroker
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 300913 ↗
FINRA BrokerCheck record for firm CRD 300913 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.