KBL Investment Management
RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$150K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123007
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kbl Investment Management operates as a sole proprietorship, focusing primarily on portfolio management for individual clients and small businesses. The firm is structured as an unclassified entity and is owned by an individual. Kbl Investment Management does not engage in capital allocation and is not classified as a multi-state adviser. The firm’s fee structure is based on a percentage of assets under management, which aligns its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Krishna Lall
Sole ProprietorCRD 4594181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Zarathustra Wealth Management
RIAProvidence, RI
AUM $3MTEAM 1REPS 1
Wiedower Capital
RIAAUM $3MTEAM 1REPS 1
Ambrose Wealth Management
RIAAUM $3MTEAM 1REPS 1
Scherrer Financial Services
RIAAUM $3MTEAM 1REPS 1
Gaer Financial Group, Inc
RIAHackensack, NJ
AUM $3MTEAM 1REPS 1
MSA Power Funds LLC
RIANew York, NY
AUM $3MTEAM 2REPS 2