Unclaimed Profile

Patricia Ann Small

KCM INVESTMENT ADVISORS, LLC·SAN RAFAEL, California

Clean recordKCM INVESTMENT ADVISORS, LLC

750 LINDARO STREET, SAN RAFAEL, CA 94901CRD# 6709252Firm CRD# 109629

Profile Verification

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

Identity

Patricia Ann Small · SAN RAFAEL, CA

Registration

CRD #6709252 · KCM INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patricia Ann Small is a registered financial advisor based in SAN RAFAEL, 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# 6709252

Firm CRD# 109629

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Ann Small offer?

Patricia Ann Small specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.

What are Patricia Ann Small's credentials?

Patricia Ann Small is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Ann Small located?

Patricia Ann Small is based in SAN RAFAEL, California, working with KCM INVESTMENT ADVISORS, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Patricia Ann Small charge for services?

Patricia Ann Small'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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