Kb Wealth Management, LLC
Kb Wealth Management, LLC (CRD# 304447) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $13,300,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$532,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Kb Wealth Management, LLC
1
Kevin Barry (CRD# 5278346) is an Investment Advisor Representative working at Kb Wealth Management, LLC in Bloomfield Hills, MI and has over 17 years of experience in the finance industry.
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