KB PRIVATE WEALTH MANAGEMENT GROUP

Overview

Kb Private Wealth Management Group is an independent registered investment advisor that provides a range of financial services to individuals and families. Established in 2020, the firm operates as a limited liability company and is owned by an individual. Kb Private Wealth Management Group focuses on financial planning and portfolio management for both individuals and small businesses, as well as for larger institutions. The firm does not engage in capital allocation or serve as a pension consultant, and it is not active in environmental, social, and governance (ESG) investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices