Overview
Assets Under Management: $588 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 149
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,571
Discretionary Accounts: 2,394
Non-Discretionary Accounts: 177
Regulatory Filings
CRD Number: 297761
Filing ID: 1965515
Last Filing Date: 2025-03-25 13:58:00
Website: https://kbc.team