Overview
Assets Under Management: $155 million
Headquarters: MORGAN HILL, CA
High-Net-Worth Clients: 3
Average Client Assets: $51 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.78
Average High-Net-Worth Client Assets: $51 million
Total Client Accounts: 850
Discretionary Accounts: 850
Regulatory Filings
CRD Number: 286646
Filing ID: 2001369
Last Filing Date: 2025-07-02 13:09:00
Website: https://kbc.team