Overview
Assets Under Management: $813 million
Headquarters: SALEM, OR
High-Net-Worth Clients: 169
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 169
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,992
Discretionary Accounts: 1,992
Regulatory Filings
CRD Number: 292600
Filing ID: 1954824
Last Filing Date: 2025-03-21 16:40:00
Website: https://kmwm.com