Kolb & Company, LLC
Kolb & Company, LLC (CRD# 164675) is a financial advisory firm headquartered in Providence, RI. They manage $15,463,648 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$286,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Kolb (CRD# 5557883) is an Investment Advisor Representative working at Kolb & Company, LLC in Providence, RI and has over 8 years of experience in the finance industry. Joseph Kolb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.