Kb Financial Partners, LLC

Kb Financial Partners, LLC (CRD# 119166) is a financial advisory firm headquartered in Princeton, NJ. They manage $1,064,257,973 in 1,058 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,064
    MILLION
  • Total Number of Accounts
    1,058
    ACCOUNTS
  • Average Account Value
    $1,005,915
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, NJ, NY, PA, RI, TX, WY

Financial Advisors at Kb Financial Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Graham C. Clarke
CRD#: 5691681
300 Carnegie Center #240, Princeton, NJ 08540

Graham Clarke (CRD# 5691681) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 12 years of experience in the finance industry.

2
Daniel J. Furiness
CRD#: 4746694
300 Carnegie Center #240, Princeton, NJ 08540

Daniel Furiness (CRD# 4746694) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 18 years of experience in the finance industry. Daniel Furiness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James D. Kaplan
CRD#: 1184946
300 Carnegie Center #240, Princeton, NJ 08540

James Kaplan (CRD# 1184946) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 38 years of experience in the finance industry.

4
Elliot J. Silverstein
CRD#: 5706161
300 Carnegie Center #240, Princeton, NJ 08540

Elliot Silverstein (CRD# 5706161) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 12 years of experience in the finance industry.

5
Henry N. Ellis
CRD#: 7161860
300 Carnegie Center #240, Princeton, NJ 08540

Henry Ellis (CRD# 7161860) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 2 years of experience in the finance industry.

6
Krystian M. Suber
CRD#: 7230778
300 Carnegie Center #240, Princeton, NJ 08540

Krystian Suber (CRD# 7230778) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has 1 year of experience in the finance industry.

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