Overview
Assets Under Management: $322 million
Headquarters: RICHMOND, IN
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,427
Discretionary Accounts: 1,427
Regulatory Filings
CRD Number: 327983
Filing ID: 1966054
Last Filing Date: 2025-03-31 09:33:00
Website: https://kbc.team