Kpf Global (CRD# 158478) is a financial advisory firm headquartered in , . They manage $180,686,575 in 245 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management181MILLION
Total Number of Accounts245ACCOUNTS
Average Account Value$737,496
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
MA, NH, NY, TX
Allison Bolia (CRD# 5815108) is an Investment Advisor Representative working at Kpf Global in Kensington, NH and has over 6 years of experience in the finance industry.
Sean McMullen (CRD# 5962891) is an Investment Advisor Representative working at Kpf Global in Kensington, NH and has over 3 years of experience in the finance industry.