Overview
Assets Under Management: $551 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 121
Average Client Assets: $4 million
Frequently Asked Questions
KUTSCHER BENNER BARSNESS & STEVENS, INC. 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 #107475), KUTSCHER BENNER BARSNESS & STEVENS, INC. is subject to fiduciary duty under federal law.
KUTSCHER BENNER BARSNESS & STEVENS, INC. is headquartered in SEATTLE, WA.
KUTSCHER BENNER BARSNESS & STEVENS, INC. serves 121 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, KUTSCHER BENNER BARSNESS & STEVENS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KUTSCHER BENNER BARSNESS & STEVENS, INC. manages $551 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, KUTSCHER BENNER BARSNESS & STEVENS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 681
Non-Discretionary Accounts: 681
Regulatory Filings
CRD Number: 107475
Last Filing Date: 2025-02-20 00:00:00
Website: https://kbbsfinancial.com