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KB FINANCIAL ADVISORS LLC
CRD 134374 · SEC 801-135226
595 MARKET STREET, SUITE 1023, SAN FRANCISCO, CA, 94105, United States
Phone
(415) 295-2487
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$115.5M
Discretionary AUM
$115.5M
Team
4 total employees; 3 advisory reps; 45 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $53.3M |
| High net worth individuals | 16 | $62.2M |
All web addresses on file
Official SEC filing: View on IAPD