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
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts14ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kb Private Wealth Management Group
1
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.
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