KBC HOLDINGS LLC

KANON BLOCH CARRE

2 registered advisors·CRD# 145988

SEC# 801-686840781 792 2930

01

Firm Overview

AUM

$220M

Regulatory assets under management

Employees

1

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

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at KBC HOLDINGS LLC

2 registered advisors

NORWELL, Massachusetts

Robert Paul Mccarthy

NORWELL, Massachusetts

05

Office Locations

NORWELL, Massachusetts

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Data sourced from SEC Form ADV filings. KBC HOLDINGS LLC (CRD# 145988) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.