Kb Financial Partners, LLC
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Overview
Kb Financial Partners, LLC operates as a financial advisory firm located in Princeton, New Jersey. The company handles $1.3 billion in assets under management over 1,175 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). Kb Financial Partners, LLC has a small group, including 13 financial advisors. Kb Financial Partners, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, options and stocks.
Kb Financial Partners, LLC oversees the majority of its client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring client approval. Kb Financial Partners, LLC also oversees 40 non-discretionary accounts totaling $310.5 million in assets. The firm's average account size is $1.1 million. The average financial advisor at Kb Financial Partners, LLC manages around 90 client accounts.
The firm's main office is at 300 Carnegie Center #240, Princeton, New Jersey 8540. It is registered to serve clients throughout 10 states, including California, Connecticut, Florida, Louisiana, New Jersey, New York, Pennsylvania, Rhode Island, Texas and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kb Financial Partners, LLC by the Numbers
$1.3 billion
17
1,175
$1.1 million
Products and Services
Kb Financial Partners, LLC offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the prior financial year, Kb Financial Partners, LLC provided financial planning services to 11-25 of its clients. The company does sell products or offer services apart from investment advice to its customers. Kb Financial Partners, LLC is affiliated with one or more other companies in the financial services industry, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on the financial services offered. However, fees charged by the firm most likely are comprised of any blend of the following fee types: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company caters to retail investors, high net worth investors and pension plans. Out of its 1,175 clients, Kb Financial Partners, LLC's largest client group is high net worth investors, but it also caters to 102 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 47%
- Other Individuals - 44.7%
- Corporations - 8.29%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kb Financial Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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