Km Advisory Services

Km Advisory Services (CRD# 107524) is a financial advisory firm headquartered in Victor, NY. They manage $107,041,921 in 2,425 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    2,425
    ACCOUNTS
  • Average Account Value
    $44,141
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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.

FL, NY

Financial Advisors at Km Advisory Services
No Advisor Found.
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