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KCM INVESTMENT ADVISORS
300 Drakes Landing Road
Suite 210
Greenbrae, California 94904
Tel: 415-461-7788
About KCM INVESTMENT ADVISORS
KCM INVESTMENT ADVISORS, formally registered with the SEC as KCM INVESTMENT ADVISORS. The firm was established in 05/08/1998. They have over 1 offices throughout the country.
KCM INVESTMENT ADVISORS is a Greenbrae, California based Financial Planning firm with nearly $5,304,768,845 assets under management, offering retirement planning & investment advisory services to 3568 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109629 |
| SEC# | 801-55395 |
| Assets Managed by Firm | $5,304,768,845 |
| No. of Clients | 3568 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3568 | $5,304,768,845 |
| Individuals (other than high net worth individuals) | 526 | $255,764,244 |
| High net worth individuals | 1121 | $4,488,814,755 |
| Pension and profit sharing plans | 72 | $106,837,345 |
| Charitable organizations | 48 | $218,197,845 |
| Corporations or other businesses | 43 | $235,154,656 |
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