Kcm Investment Advisors

Kcm Investment Advisors (CRD# 109629) is a financial advisory firm headquartered in San Rafael, CA. They manage $4,576,186,465 in 2,965 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,576
    MILLION
  • Total Number of Accounts
    2,965
    ACCOUNTS
  • Average Account Value
    $1,543,402
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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, IA, ID, IL, LA, MA, MN, MO, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA, WI, WV, WY

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

Michelle Durgy (CRD# 3274680) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has over 21 years of experience in the finance industry.

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

Donald Jesberg (CRD# 724580) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has over 39 years of experience in the finance industry.

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

John Lundin (CRD# 1032286) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has over 38 years of experience in the finance industry.

4
Kurt R. Nunez
CRD#: 4327653
750 Lindaro Street, Suite 350, San Rafael, CA 94901

Kurt Nunez (CRD# 4327653) is an Investment Advisor Representative working at Kcm Investment Advisors in San Rafael, CA and has over 19 years of experience in the finance industry.

5
John C. Pogue
CRD#: 841875
750 Lindaro Street, Suite 350, San Rafael, CA 94901

John Pogue (CRD# 841875) 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.

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