Be advised. This firm is no longer registered.

Kb Financial Partners, LLC

Kb Financial Partners, LLC (CRD# 119166) is a financial advisory firm headquartered in Princeton, NJ. They manage $1,301,599,752 in 1,175 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
300 Carnegie Center #240, Princeton, NJ 08540
http://www.linkedin.com/company/kbfinancial/
By the Numbers
  • Total Assets Under Management
    1,302
    MILLION
  • Total Number of Accounts
    1,175
    ACCOUNTS
  • Average Account Value
    $1,107,744
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kb Financial Partners, LLC
No Advisor Found.

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.

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