3200 Robbins Road
Suite 200a
Springfield, Illinois 62704
Tel: (217) 789-0960
KEB WEALTH ADVISORS, formally registered with the SEC as KEB WEALTH ADVISORS. The firm was established in 04/07/2004. They have over 2 offices throughout the country.
KEB WEALTH ADVISORS is a Springfield, Illinois based Financial Planning firm with nearly $1,058,282,823 assets under management, offering retirement planning & investment advisory services to 2168 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117935 |
SEC# | 801-62965 |
Assets Managed by Firm | $1,058,282,823 |
No. of Clients | 2168 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2168 | $1,058,282,823 |
Individuals (other than high net worth individuals) | 318 | $120,514,544 |
High net worth individuals | 288 | $905,141,631 |
Pension and profit sharing plans | 24 | $12,180,948 |
Charitable organizations | 2 | $647,782 |
Corporations or other businesses | 9 | $19,797,918 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Springfield, Illinois