KMS Financial Services Inc

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CAFR Data
KMS Financial Services Inc
CRD #3866
SEC #801-11375
CIK #56355, 1580308
AUM $8.2 BB (62% Disc, 100% US, 2020-03-30)
Employees419 (90% Investors, 85% Brokers)
Phone206-441-2885
Address2001 Sixth Ave Ste 2801
Seattle, WA 98121
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
VUG 29.2
AAPL 1,372,810.0 17.2
VIG 15.4
BND 12.1
BSV 10.9
GE 59,480.0 9.4
JNJ 381,110.0 9.4
VYM 8.7
MSFT 1,376,930.0 8.4
T 219,590.0 8.1
View All
Holdings by Sector ($)
0.50.40.30.20.10.02013201320142015
Comparable Firms State AUM ($BB)
AE Wealth Management LLC
KS 8.6
Congress Asset Management Company LLP
MA 8.4
Metropolitan West Capital Management LLC
CA 8.4
Benjamin F Edwards & Company Incorporated
MO 8.4
Signature Estate & Investment Advisors LLC
CA 8.2
American Portfolios Advisors Inc
NY 8.2
Goldman Sachs Asset Management Australia PTY Ltd
8.2
Allworth Financial LP
CA 8.1
Ballentine Partners LLC
MA 7.9
E Trade Capital Management LLC
VA 7.8
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