Overview
Assets Under Management: $290 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 4
Average Client Assets: $73 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $73 million
Total Client Accounts: 841
Discretionary Accounts: 841
Regulatory Filings
CRD Number: 168692
Filing ID: 1960821
Last Filing Date: 2025-03-29 15:20:00
Website: https://kbc.com