Kpf Global

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $737,496
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
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.

MA, NH, NY, TX

Financial Advisors at Kpf Global
Showing 1 - 2 of 2 top financial advisors.
1
Allison A. Bolia
CRD#: 5815108
Kensington, NH
93
Wealthminder
score

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.

2
Sean M. McMullen
CRD#: 5962891
Kensington, NH
90
Wealthminder
score

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.

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