Kyle
Douthit
K2 Financial Inc
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About this Advisor
Kyle Douthit is a financial advisor based out of San Dimas, California. Douthit is an advisor for K2 Financial Inc. Throughout their career, they have worked at Lincoln Investment, Atif Inc, Premiere Packaging, Tds Heat Solutions, Inland Pacific Heating And Air, Americas Tire and K2 Financial Inc. Douthit has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in California. K2 Financial Inc is an advisory company operating out of San Dimas, CA. The investment advisory business has offices in three locations and a total of 12 financial advisors. It administers $145 million in assets under management between its 791 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 791 customer accounts, just 9% are held by high-net-worth individuals who have at least $1 million in assets available to invest. K2 Financial Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are offered. However, fee types billed by K2 Financial Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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K2 Financial Inc Brokerage Details
$145,293,687
12
791
$183,684
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kyle Douthit Work History
Kyle has been registered as a financial advisor for 0 years.*
K2 Financial Inc
Lincoln Investment
Premiere Packaging
Atif Inc
Tds Heat Solutions
Inland Pacific Heating And Air
Americas Tire
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Douthit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at K2 Financial Inc
San Dimas, CA
San Dimas, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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