Overview
Assets Under Management: $500 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 120
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.55
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 571
Discretionary Accounts: 571
Regulatory Filings
CRD Number: 298326
Last Filing Date: 2024-03-21 00:00:00
Website: https://kbc.team