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Kirk Allen Block (Escondido)


Kirk Allen Block is a large advisory firm based in Escondido. It manages $38.03 million of regulatory assets for 532 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Texas.

Kirk Allen Block provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kirk Allen Block: assets under management

The assets under management (AUM) of Kirk Allen Block is $38.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.49 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kirk Allen Block for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Escondido

The principal office where Kirk Allen Block performs its advisory services is located at 433 West Grand Ave, Escondido, CA 92025, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 760-796-5550 or by fax 760-796-5559. The normal business hours are 8 am - 5 pm on Monday - Friday.


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