KBS REALTY ADVISORS, LLC

NEWPORT BEACH, California·9 registered advisors·CRD# 119662
SEC# 801-614820949-417-6500
01

Firm Overview

AUM
$3.1B
Regulatory assets under management
Employees
80
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION AND ADMINISTRATIVE FEES
03

Specialties

Retirement Planning
04

Advisors at KBS REALTY ADVISORS, LLC

9 registered advisors
David Michael Zamudio
NEWPORT BEACH, California
Giovanni Cordoves
NEWPORT BEACH, California
Jeffrey Keith Waldvogel
NEWPORT BEACH, California
Jr. Charles Schreiber
NEWPORT BEACH, California
Marc Deluca
NEWPORT BEACH, California
Mark Andrew Krotine
NEWPORT BEACH, California
Peter Milton Bren
NEWPORT BEACH, California
Rachel Escobar Umipig
NEWPORT BEACH, California
Richard Peter Bren
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
9 advisors

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Data sourced from SEC Form ADV filings. KBS REALTY ADVISORS, LLC (CRD# 119662) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.