Overview
Assets Under Management: $1.1 billion
Headquarters: SPRINGFIELD, IL
High-Net-Worth Clients: 288
Average Client Assets: $3 million
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: 288
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,168
Discretionary Accounts: 2,125
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 117935
Last Filing Date: 2025-01-30 00:00:00
Website: https://kebcpa.com