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Loni L Tankoos

KCM INVESTMENT ADVISORS, LLC·GREENBRAE, California
Unclaimed Profile
300 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 5146147Firm CRD# 109629
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KCM INVESTMENT ADVISORS, LLC
KCM INVESTMENT ADVISORS
AUM
$5.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at KCM INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5146147
Firm CRD# 109629
No disclosures on file
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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