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Home > Retirement Planners > california > newport beach > KBS CAPITAL ADVISORS, LLC
KBS CAPITAL ADVISORS, LLC
800 Newport Center Drive
Suite 700
Newport Beach, California 92660
Tel: 949-417-6500
About KBS CAPITAL ADVISORS, LLC
KBS CAPITAL ADVISORS, LLC, formally registered with the SEC as KBS CAPITAL ADVISORS, LLC. The firm was established in 01/29/2013. They have over 1 offices throughout the country.
KBS CAPITAL ADVISORS, LLC is a Newport Beach, California based Financial Planning firm with nearly $2,555,927,641 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 80 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166213 |
| SEC# | 801-77576 |
| Assets Managed by Firm | $2,555,927,641 |
| No. of Clients | 3 |
| No. of Advisors | 80 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ACQUISITION AND DISPOSITION FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $2,555,927,641 |
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