Overview
Assets Under Management: $541 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,693
Discretionary Accounts: 2,674
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 116508
Filing ID: 1971168
Last Filing Date: 2025-03-28 09:33:00
Website: https://kbc.team