Kcm Investment Advisors

Kcm Investment Advisors (CRD# 109629) is a financial advisory firm headquartered in Greenbrae, CA. They manage $5,327,281,704 in 3,329 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,327
    MILLION
  • Total Number of Accounts
    3,329
    ACCOUNTS
  • Average Account Value
    $1,600,265
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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 - 6 of 6 top financial advisors.
1
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 33 years of experience in the finance industry.

2
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 22 years of experience in the finance industry.

3
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 41 years of experience in the finance industry.

4
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 40 years of experience in the finance industry.

5
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 37 years of experience in the finance industry.

6
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 24 years of experience in the finance industry.

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