Overview
Assets Under Management: $145 million
Headquarters: MORTON, IL
High-Net-Worth Clients: 20
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,335
Discretionary Accounts: 1,330
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 328570
Filing ID: 1973427
Last Filing Date: 2025-03-31 12:01:00
Website: https://kbc.team