KBOC, LLC
Total AUM
$43.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2555 SEVERN AVENUE
SUITE 100
METAIRIE
LA 70002
United States
SUITE 100
METAIRIE
LA 70002
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(504) 457-6252
Financials
Total AUM
$43.3M
Accounts
27Discretionary
$0
Accounts
0Non-Discretionary
$43.3M
Accounts
27
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES MAY BE NEGOTIABLE AND MAY VARY FROM CLIENT TO CLIENT
Compliance
Disclosures
None reported
State Registrations
CALATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.