Kcm Investment Advisors

Kcm Investment Advisors (CRD# 109629) is a financial advisory firm headquartered in San Rafael, CA. They manage $3,860,000,000 in 2,160 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,860
    MILLION
  • Total Number of Accounts
    2,160
    ACCOUNTS
  • Average Account Value
    $1,787,037
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, ID, MA, MD, MN, MT, NC, NJ, NV, NY, OK, OR, TX, UT, VT, WA, WI

Financial Advisors at Kcm Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Michelle L. Durgy
CRD#: 3274680
750 Lindaro Street, Suite 350, San Rafael, CA 94901
93
Wealthminder
score

Michelle Durgy (CRD# 3274680) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has over 18 years of experience in the finance industry.

2
Donald O. Jesberg
CRD#: 724580
750 Lindaro Street, Suite 350, San Rafael, CA 94901
93
Wealthminder
score

Donald Jesberg (CRD# 724580) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has over 37 years of experience in the finance industry.

3
John A. Lundin
CRD#: 1032286
750 Lindaro Street, Suite 350, San Rafael, CA 94901
93
Wealthminder
score

John Lundin (CRD# 1032286) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has over 36 years of experience in the finance industry.

4
Daniel R. D'orazio
CRD#: 4818393
750 Lindaro Street, Suite 350, San Rafael, CA 94901
87
Wealthminder
score

Daniel D'orazio (CRD# 4818393) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has 1 year of experience in the finance industry.

5
William L. Prince
CRD#: 1656516
750 Lindaro Street, Suite 350, San Rafael, CA 94901
87
Wealthminder
score

William Prince (CRD# 1656516) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has 1 year of experience in the finance industry.

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