Overview
Assets Under Management: $573 million
Headquarters: REDMOND, WA
High-Net-Worth Clients: 269
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 269
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,888
Discretionary Accounts: 2,888
Regulatory Filings
CRD Number: 148106
Filing ID: 1967445
Last Filing Date: 2025-03-28 11:54:00
Website: https://kbc.team