Overview
Assets Under Management: $1.3 billion
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 102
Average Client Assets: $8.9 million
Frequently Asked Questions
KB FINANCIAL PARTNERS, 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 #119166), KB FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
KB FINANCIAL PARTNERS, LLC is headquartered in PRINCETON, NJ.
KB FINANCIAL PARTNERS, LLC serves 102 high-net-worth clients according to their SEC filing dated August 10, 2023. View client details ↓
According to their SEC Form ADV, KB FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KB FINANCIAL PARTNERS, LLC manages $1.3 billion in client assets according to their SEC filing dated August 10, 2023.
According to their SEC Form ADV, KB FINANCIAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.84%
Average Client Assets: $8.9 million
Total Client Accounts: 1,175
Discretionary Accounts: 1,135
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 119166
Filing ID: 1780194
Last Filing Date: 2023-08-10 14:57:00