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KBK CAPITAL MANAGEMENT, LLC
KBK CAPITAL MANAGEMENT, LLC
DELRAY BEACH, Florida
·
5 registered advisors
·
CRD# 288662
SEC# 801-111903
0
561-945-3115
01
Firm Overview
AUM
$275K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Other
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at KBK CAPITAL MANAGEMENT, LLC
5 registered advisors
Bhavana Khanna
DELRAY BEACH, Florida
CRD# 4572937
Daniel Ignatius Ward
DELRAY BEACH, Florida
CRD# 6861356
Geraldine Rebecca Mariella Werhan
DELRAY BEACH, Florida
CRD# 7081378
Kevin Alan Bush
DELRAY BEACH, Florida
CFA
CRD# 3252518
Patricia Elena Werhahn
DELRAY BEACH, Florida
CRD# 6854943
05
Office Locations
DELRAY BEACH, Florida
5 advisors
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Data sourced from SEC Form ADV filings. KBK CAPITAL MANAGEMENT, LLC (CRD# 288662) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.