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KB PRIVATE WEALTH MANAGEMENT GROUP
BEVERLY HILLS, CA
310-657-8700
SEC #801-118870Total AUM
$4.1M
Employees
1Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8913 W OLYMPIC BLVD
SUITE 205
BEVERLY HILLS
CA 90211
United States
SUITE 205
BEVERLY HILLS
CA 90211
United States
Operating Hours
9:30 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
310-657-8700
Financials
Total AUM
$4.1M
Accounts
3Discretionary
$0
Accounts
0Non-Discretionary
$4.1M
Accounts
3
Clients
HNW Individual Clients
2AUM
$4.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.