KB FINANCIAL PARTNERS, LLC

PRINCETON, New Jersey·2 registered advisors·CRD# 119166
SEC# 801-781990609-924-7250
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KB FINANCIAL PARTNERS, LLC

2 registered advisors
Matthew James Rozzi
PRINCETON, New Jersey
William Henry Damora
PRINCETON, New Jersey
CFPChFC
05

Office Locations

PRINCETON, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. KB FINANCIAL PARTNERS, LLC (CRD# 119166) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.