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Patricia Elena Werhahn

KBK CAPITAL MANAGEMENT, LLC·DELRAY BEACH, Florida
Clean recordKBK CAPITAL MANAGEMENT, LLC
55 SOUTH EAST 2ND AVENUE, DELRAY BEACH, FL 33444CRD# 6854943Firm CRD# 288662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Elena Werhahn · DELRAY BEACH, FL
Registration
CRD #6854943 · KBK CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Elena Werhahn is a registered financial advisor based in DELRAY BEACH, Florida, affiliated with KBK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KBK CAPITAL MANAGEMENT, LLC
KBK CAPITAL MANAGEMENT, LLC
AUM
$275K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KBK CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 6854943
Firm CRD# 288662
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Elena Werhahn offer?
Patricia Elena Werhahn specializes in Investment Management, Retirement Planning. Contact their office in DELRAY BEACH, Florida for a consultation.
What are Patricia Elena Werhahn's credentials?
Patricia Elena Werhahn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Elena Werhahn located?
Patricia Elena Werhahn is based in DELRAY BEACH, Florida, working with KBK CAPITAL MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does Patricia Elena Werhahn charge for services?
Patricia Elena Werhahn's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KBK CAPITAL MANAGEMENT, LLC?
KBK CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $275K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KBK CAPITAL MANAGEMENT, LLC

Bhavana Khanna
DELRAY BEACH, FL
Daniel Ignatius Ward
DELRAY BEACH, FL
Geraldine Rebecca Mariella Werhan
DELRAY BEACH, FL
Kevin Alan Bush
DELRAY BEACH, FL
CFA

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