Overview
Assets Under Management: $963 million
Headquarters: SANDUSKY, OH
High-Net-Worth Clients: 12
Average Client Assets: $67 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.00
Average High-Net-Worth Client Assets: $67 million
Total Client Accounts: 6,582
Discretionary Accounts: 5,324
Non-Discretionary Accounts: 1,258
Regulatory Filings
CRD Number: 146608
Filing ID: 1957425
Last Filing Date: 2025-03-25 09:54:00
Website: https://kbc.team