Unclaimed Profile

Loni L Tankoos

KCM INVESTMENT ADVISORS, LLC·GREENBRAE, California

Clean recordKCM INVESTMENT ADVISORS, LLC

300 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 5146147Firm CRD# 109629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Loni L Tankoos · GREENBRAE, CA

Registration

CRD #5146147 · KCM INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Loni L Tankoos is a registered financial advisor based in GREENBRAE, California, affiliated with KCM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KCM INVESTMENT ADVISORS, LLC

KCM INVESTMENT ADVISORS

AUM

$5.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KCM INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5146147

Firm CRD# 109629

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Loni L Tankoos offer?

Loni L Tankoos specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREENBRAE, California for a consultation.

What are Loni L Tankoos's credentials?

Loni L Tankoos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Loni L Tankoos located?

Loni L Tankoos is based in GREENBRAE, California, working with KCM INVESTMENT ADVISORS, LLC. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.

How does Loni L Tankoos charge for services?

Loni L Tankoos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KCM INVESTMENT ADVISORS, LLC?

KCM INVESTMENT ADVISORS, LLC has approximately 20 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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