Overview
Assets Under Management: $372 million
Headquarters: SUWANEE, GA
High-Net-Worth Clients: 7
Average Client Assets: $52 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.02
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 2,660
Discretionary Accounts: 2,660
Regulatory Filings
CRD Number: 150582
Filing ID: 1945990
Last Filing Date: 2025-03-26 12:30:00
Website: https://kbc.team