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KB PRIVATE WEALTH MANAGEMENT GROUP LLC
KB PRIVATE WEALTH MANAGEMENT GROUP LLC
KB PRIVATE WEALTH MANAGEMENT GROUP
BEVERLY HILLS, California
·
1 registered advisor
·
CRD# 309208
SEC# 801-118870
0
310-657-8700
01
Firm Overview
AUM
$4M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at KB PRIVATE WEALTH MANAGEMENT GROUP LLC
1 registered advisor
Kary Jay Bartmasser
BEVERLY HILLS, California
CRD# 4880672
05
Office Locations
BEVERLY HILLS, California
1 advisor
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Data sourced from SEC Form ADV filings. KB PRIVATE WEALTH MANAGEMENT GROUP LLC (CRD# 309208) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.