Kcm Investment Advisors

Kcm Investment Advisors (CRD# 109629) is a financial advisory firm headquartered in Greenbrae, CA. They manage $5,304,768,845 in 3,568 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904
http://www.kcmadvisors.com
By the Numbers
  • Total Assets Under Management
    5,305
    MILLION
  • Total Number of Accounts
    3,568
    ACCOUNTS
  • Average Account Value
    $1,486,763
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, LA, MA, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Kcm Investment Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Guy Benstead, financial advisor Greenbrae CA
Guy J. Benstead
CRD#: 1179261
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904

Guy Benstead (CRD# 1179261) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 35 years of experience in the finance industry.

2
Michelle Durgy, financial advisor Greenbrae CA
Michelle L. Durgy
CRD#: 3274680
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904

Michelle Durgy (CRD# 3274680) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 24 years of experience in the finance industry.

3
Donald Jesberg, financial advisor Greenbrae CA
Donald O. Jesberg
CRD#: 724580
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904

Donald Jesberg (CRD# 724580) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 42 years of experience in the finance industry.

4
John Lundin, financial advisor Greenbrae CA
John A. Lundin
CRD#: 1032286
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904

John Lundin (CRD# 1032286) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 42 years of experience in the finance industry.

5
John Pogue, financial advisor Greenbrae CA
John C. Pogue
CRD#: 841875
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904

John Pogue (CRD# 841875) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 39 years of experience in the finance industry.

6
Raymond Randolph, financial advisor Greenbrae CA
Raymond J. Randolph
CRD#: 1200078
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904

Raymond Randolph (CRD# 1200078) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 26 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals