Kcpag Financial Advisors LLC
Kcpag Financial Advisors LLC (CRD# 117491) is a financial advisory firm headquartered in Robinson, IL. They manage $11,925,521 in 298 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts298ACCOUNTS
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Average Account Value$40,019
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, IL, IN, KY, LA, MO, TN, TX
Financial Advisors at Kcpag Financial Advisors LLC
11
William Thomas (CRD# 6657188) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 6 years of experience in the finance industry.
12
Kelly Crumrin (CRD# 6813070) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 4 years of experience in the finance industry.
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