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Acquired | Acquired

About kPlans

On June 8th, 2022, kPlans was acquired by SageView Advisory Group. The terms of the transaction were not disclosed. kPlans Investment Services is an SEC Registered Investment Advisory Firm that specializes in managing Cash Balance and Defined Benefit Pension Plans. The company was founded in 2005 and is based in Valencia, California.

Headquarters Location

27240 Turnberry Lane #200

Valencia, California, 91355,

United States

(818) 262-3458

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Latest kPlans News

SageView acquires kPlans Investment Services

Jun 9, 2022

SageView Advisory Group has acquired California-based retirement and wealth management firm kPlans Investment Services. Financial terms of the deal were not divulged.

kPlans Frequently Asked Questions (FAQ)

  • When was kPlans founded?

    kPlans was founded in 2005.

  • Where is kPlans's headquarters?

    kPlans's headquarters is located at 27240 Turnberry Lane, Valencia.

  • What is kPlans's latest funding round?

    kPlans's latest funding round is Acquired.

  • Who are the investors of kPlans?

    Investors of kPlans include SageView Advisory Group.

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