Overview
Assets Under Management: $115 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 16
Average Client Assets: $3.9 million
Frequently Asked Questions
KB FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134374), KB FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
KB FINANCIAL ADVISORS LLC is headquartered in SAN FRANCISCO, CA.
KB FINANCIAL ADVISORS LLC serves 16 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, KB FINANCIAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
KB FINANCIAL ADVISORS LLC manages $115 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, KB FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.84%
Average Client Assets: $3.9 million
Total Client Accounts: 386
Discretionary Accounts: 386
Regulatory Filings
CRD Number: 134374
Filing ID: 2053773
Last Filing Date: 2026-02-23 16:24:58