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Building 2KCM INVESTMENT ADVISORS

Map pinGREENBRAE, CA
Phone415-461-7788
NotebookSEC #801-55395
Total AUM
$6B
Employees
20
Clients
1,598

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 DRAKES LANDING ROAD
SUITE 210
GREENBRAE
CA 94904
United States
Operating Hours
6 A.M. TO 4 P.M.
Monday - Friday
Phone
415-461-7788

ReceiptFinancials

Total AUM
$6B
Accounts
3,432
Discretionary
$6B
Accounts
3,432
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
400
AUM
$228.6M
HNW Individual Clients
1,092
AUM
$5.1B
Pension/Profit Sharing Plan Clients
43
AUM
$87.2M
Charitable Organization Clients
37
AUM
$344.1M
Corporation or Business Clients
26
AUM
$260.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAHIIAIDILLAMAMTNCNENHNMNVNYOHORPATXUTVAWA

HandshakeAffiliates

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

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