KBS Capital Markets Group LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
132299
Registered since
October 22, 2004

Firm profile

FINTRX

Overview

KBS Capital Markets Group LLC is organized as a limited liability company and appears in SEC records with a registration year of 2004. The ownership is reported as a mix of a domestic entity and an individual. The firm's regulatory classification is listed as unclassified. Available metadata flags several negative attributes rather than service descriptions: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not described as a pension consultant or related adviser. The dataset does not include a description of the firm’s business activities, advisory services, fee schedule, or typical client types.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Zapata

    Compliance OfficerCRD 2422544

  • Kenny Tam

    Kenny Tam

    Accounting ManagerCRD 7872457

  • Matthew Crary

    Matthew Crary

    Associate Vice PresidentCRD 4181506

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
800 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth