Overview
Assets Under Management: $909 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 104
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,506
Discretionary Accounts: 1,503
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 321742
Filing ID: 1957488
Last Filing Date: 2025-03-17 12:13:00
Website: https://kbc.team