IKT Holdings, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$364,320
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$60,720
About
IKT Holdings provides fee-only financial planning and portfolio management services to individuals, trusts, charitable organizations, and business clients. The firm also assists clients in selecting and monitoring third‑party money managers and offers planning focused on topics such as retirement, estate, and tax-related matters (with referrals to tax or legal professionals as appropriate).
Portfolio construction emphasizes asset allocation and diversification and may use a multi‑manager approach, strategic asset allocation, or active asset allocation depending on client goals and risk tolerance. Accounts are managed on a non‑discretionary basis—IKT seeks client approval before effecting trades and reviews third‑party manager reports periodically—which is a less common operating model among independent advisers.
Distinctive characteristics include its very small scale as a single‑advisor practice with a limited client base and non‑discretionary AUM reported below the firm’s stated $500,000 guideline, reflecting that minimums may be waived. The firm does not accept commissions or performance‑based fees, and the principal devotes a small portion of time to separate business consulting services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General estate planning guidance
Fee options
$0 - $2,000,000: 1.50% annually $2,000,001 - $5,000,000: 1.25% annually $5,000,001+: 1.00% annually
$500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Fee-only advisory services based on percentage of assets under management and hourly rates for financial planning
Main office location
IKT Holdings, Inc.
San Diego CA, United States
Number of offices
1
Most active in
IKT Holdings, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")