|
⚲
|
| KB Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 134374 |
| SEC # | 801-135226 |
| CIK # | |
| AUM | $115.5 M (2026-02-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-295-2487 |
| Address | 595 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 53.3 |
| (b) Individuals (high net worth individuals) | 16 | 62.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 115.5 |
| By Discretionary | ||
| Discretionary | 386 | 115.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 386 | 115.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.5 | |
| Total | 386 | 115.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Modern Financial Planning LLC
✚
|
TX | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
First Georgetown Securities Inc
✚
|
VA | 0.1 |
|
Alpine Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Investlinc Wealth Services LLC
✚
|
CA | 0.1 |
|
Professional Financial Management Inc
✚
|
WI | 0.1 |
|
1818 Private Client Group LLC
✚
|
FL | 0.1 |
|
KUTZ and Company Inc
✚
|
NY | 0.1 |
|
Uyana Partners LLC
✚
|
FL | 0.1 |
|
Natwealth Management USA Inc
✚
|
0.1 |