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Building 2KB FINANCIAL ADVISORS LLC

Map pinSAN FRANCISCO, CA
Phone(415) 295-2487
NotebookSEC #801-135226
Total AUM
$115.5M
Employees
4
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 MARKET STREET
SUITE 1023
SAN FRANCISCO
CA 94105
United States
Operating Hours
9-6
Monday - Friday
Phone
(415) 295-2487
Other Offices
2

ReceiptFinancials

Total AUM
$115.5M
Accounts
386
Discretionary
$115.5M
Accounts
386
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$53.3M
HNW Individual Clients
16
AUM
$62.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONYTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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