KB FINANCIAL ADVISORS LLC

Overview

KB Financial Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management for individuals and small businesses, serving a client base made up primarily of individuals and families. Its advisory fees are charged as a percentage of assets under management and via fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices