Overview
Assets Under Management: $206 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 615
Discretionary Accounts: 610
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 316955
Last Filing Date: 2025-01-16 00:00:00
Website: https://kbc.team