Kb Financial Partners, LLC

Kb Financial Partners, LLC (CRD# 119166) is a financial advisory firm headquartered in Princeton, NJ. They manage $784,694,232 in 1,316 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
300 Carnegie Center #240, Princeton, NJ 08540
http://www.linkedin.com/company/kb-financial-partners-llc/
By the Numbers
  • Total Assets Under Management
    785
    MILLION
  • Total Number of Accounts
    1,316
    ACCOUNTS
  • Average Account Value
    $596,272
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
  • 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, TX

Financial Advisors at Kb Financial Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Graham Clarke, financial advisor Princeton NJ
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 11 years of experience in the finance industry.

2
Daniel Furiness, financial advisor Princeton NJ
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 16 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 Kaplan, financial advisor Princeton NJ
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 37 years of experience in the finance industry.

4
Elliot Silverstein, financial advisor Princeton NJ
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 10 years of experience in the finance industry.

5
Henry Ellis, financial advisor Princeton NJ
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 1 year of experience in the finance industry.

6
James Firpo, financial advisor Princeton NJ
James Firpo
CRD#: 7161854
300 Carnegie Center #240, Princeton, NJ 08540

James Firpo (CRD# 7161854) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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