Overview
Assets Under Management: $551 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 121
Average Client Assets: $4 million
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