Overview
Assets Under Management: $184 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 4
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.58
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 809
Discretionary Accounts: 809
Regulatory Filings
CRD Number: 306346
Filing ID: 1951178
Last Filing Date: 2025-03-21 13:35:00
Website: https://kbc.team