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4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2024-12-06 |
Branch Locations
1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762 • United States
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lagunitas Asset Management, Llc | El Dorado Hills | CA | 06/2013 | 04/2022 |
| Fortune Financial Services, Inc. | Monaca | PA | 01/2015 | 12/2021 |
| Arrowroot Family Office, Llc | El Dorado Hills | CA | 04/2022 | Present |
1) MICHAEL M KNITTEL IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. THE ADVISOR ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT, INCLUDING WITH RESPECT TO THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. 2) MR. KNITTEL IS A MINORITY PARTNER IN WINNING STREAK VENTURES, GP, WHERE HE HOLDS A 21% NON-CONTROLLING STAKE. NO COMPENSATION IS DERIVED FROM THIS UNLESS ANY OF THE PRIVATE COMPANIES IN WINNING STREAK VENTURES FUND I EXIT. THE LPS ARE REPAID THEIR INVESTMENT FIRST, THEN FOR ANY PROFITS ABOVE THAT, THE GP IS ENTITLED TO 20% OF THE CARRY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
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