KB FINANCIAL PARTNERS, LLC
Princeton, New Jersey
5.0
1 Review
KB Financial Partners, LLC is a prominent investment advisory firm based out of Princeton, NJ. With a team of 17 highly skilled professionals, they specialize in providing exceptional financial guidance and support to their valued clients. Thirteen of their dedicated employees are focused on delivering top-notch investment advisory services, leveraging their expertise and extensive market knowledge. The firm boasts an impressive track record, managing an average of $32,360,000 in assets under management per investment advisor. With over $1,301,600,000 in assets under management and a diverse client base of more than 100 individua...
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Assets Under Mgmt

$1.3B

Investment Professionals

13

Locations

0

% 401K & Individual

3%

% Discretionary

76%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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