Kb Private Wealth Management Group

Kb Private Wealth Management Group (CRD# 309208) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $5,792,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8913 W Olympic Blvd, Suite 205, Beverly Hills, CA 90211
https://www.kbwealthmanagementgroup.com/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $413,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kb Private Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Kary Bartmasser, financial advisor Beverly Hills CA
Kary J. Bartmasser
CRD#: 4880672
8913 W Olympic Blvd, Suite 205, Beverly Hills, CA 90211

Kary Bartmasser (CRD# 4880672) is an Investment Advisor Representative working at Kb Private Wealth Management Group in Beverly Hills, CA and has over 18 years 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.

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