Overview
Assets Under Management: $290 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 23
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.35
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,199
Discretionary Accounts: 1,199
Regulatory Filings
CRD Number: 306298
Last Filing Date: 2025-01-02 00:00:00
Website: https://kbc.team