Kb Financial Advisors LLC
Kb Financial Advisors LLC is an SEC-registered mass-market adviser in San Francisco, CA with $115.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Kb Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134374, SEC 801-135226, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $115.5M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- San Francisco, CA
- Employees
- 4
- Clients
- 136
- CRD
- 134374
- Ownership
- KLEINMAN, JACKIE, LYNN; LOVEALL, JOSHUA, LANDON
How much AUM does Kb Financial Advisors LLC have?
Kb Financial Advisors LLC reported $115.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Kb Financial Advisors LLC?
Disclosed owners and executives of Kb Financial Advisors LLC include KLEINMAN, JACKIE, LYNN, LOVEALL, JOSHUA, LANDON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.