Kb Financial Advisors LLC

Kb Financial Advisors LLC (CRD# 134374) is a financial advisory firm headquartered in San Francisco, CA. They manage $87,333,243 in 326 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $267,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TN, TX

Financial Advisors at Kb Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jackie L. Kleinman
CRD#: 2825879
90 New Montgomery St, #1001, San Francisco, CA 94105

Jackie Kleinman (CRD# 2825879) is an Investment Advisor Representative working at Kb Financial Advisors LLC in San Francisco, CA and has over 27 years of experience in the finance industry.

2
Joshua L. Loveall
CRD#: 5758713
90 New Montgomery St, #1001, San Francisco, CA 94105

Joshua Loveall (CRD# 5758713) is an Investment Advisor Representative working at Kb Financial Advisors LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

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