Raymond
Randolph

Kcm Investment Advisors

CRD#1200078
Investment Advisor
in Greenbrae, CA

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About this Advisor

Raymond Randolph is a financial advisor based in Greenbrae, California, working with Kcm Investment Advisors. Raymond has previously held a position at Kcm Investment Advisors LLC. Raymond has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Raymond is part of Kcm Investment Advisors, which operates out of Greenbrae, California. The firm has 20 employees and manages assets totaling $5.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Kcm Investment Advisors includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

300 Drakes Landing Road Suite 210
Greenbrae, CA 94904

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Kcm Investment Advisors Brokerage Details

Total Assets Under Management

$5,304,768,845

CA Average: $7,578,581,321
Total Number of Employees

20

CA Average: 43
Total Number of Accounts

3,568

CA Average: 3,727
Average Account Size

$1,486,763

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Raymond Randolph Work History

2005 - Present (19 years)

Kcm Investment Advisors LLC

Disclosures

Please visit the SEC profile of Raymond Randolph to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kcm Investment Advisors

Michelle Durgy
Greenbrae, CA
Honna Li
Greenbrae, CA
Donald Jesberg
Greenbrae, CA
Guy Benstead
Greenbrae, CA
Raymond Randolph
Greenbrae, CA
John Pogue
Greenbrae, CA
John Lundin
Greenbrae, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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