Overview
Assets Under Management: $134 million
Headquarters: VICTOR, NY
High-Net-Worth Clients: 41
Average Client Assets: $2.0 million
Frequently Asked Questions
KM ADVISORY SERVICES 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 #107524), KM ADVISORY SERVICES is subject to fiduciary duty under federal law.
KM ADVISORY SERVICES is headquartered in VICTOR, NY.
KM ADVISORY SERVICES serves 41 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, KM ADVISORY SERVICES offers financial planning and portfolio management for individuals. View all service details ↓
KM ADVISORY SERVICES manages $134 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, KM ADVISORY SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.86%
Average Client Assets: $2.0 million
Total Client Accounts: 2,681
Discretionary Accounts: 2,681
Regulatory Filings
CRD Number: 107524
Filing ID: 1201526
Last Filing Date: 2018-03-28 13:11:00