AKSIA CA LLC

12760 High Bluff Drive
Suite 120
San Diego, California 92130
Tel: 858-456-6000

About AKSIA CA LLC

AKSIA CA LLC, formally registered with the SEC as AKSIA CA LLC. The firm was established in 10/14/2011. They have over 1 offices throughout the country.

AKSIA CA LLC is a San Diego, California based Financial Planning firm with nearly $1,912,075,871 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159043
SEC#	801-72746
Assets Managed by Firm	$1,912,075,871
No. of Clients	3
No. of Advisors	54

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (NON-DISCRETIONARY ADVISORY SERVICES TO PRIVATE INVESTMENT FUND-OF-FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$1,912,075,871

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