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Bache Stephen Kenneth (La Canada)


Bache Stephen Kenneth is a large advisory firm based in La Canada. It manages $25 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Bache Stephen Kenneth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bache Stephen Kenneth: assets under management

The assets under management (AUM) of Bache Stephen Kenneth is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bache Stephen Kenneth for their services and products based on a percentage of assets under management and hourly charges. 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 La Canada

The principal office where Bache Stephen Kenneth performs its advisory services is located at 3 Berkshire Place, La Canada, CA 91011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-952-8972 or by fax 818-952-9023. The normal business hours are 6:30 a.m. to 1:00 p.m. on Monday - Friday.


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