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KPB INVESTMENT ADVISORS LLC
KPB INVESTMENT ADVISORS LLC
CLEVELAND, Ohio
·
8 registered advisors
·
CRD# 167934
SEC# 801-78120
216-689-3000
01
Firm Overview
AUM
$91M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at KPB INVESTMENT ADVISORS LLC
8 registered advisors
Brian Charles Tipple
CLEVELAND, Ohio
CRD# 1747646
Charles Embry Radune
CLEVELAND, Ohio
CRD# 4234051
Deborah A Markovic
CLEVELAND, Ohio
CRD# 6066719
Ekaterini Tantsios
CLEVELAND, Ohio
CRD# 1924203
George P Mcbride
CLEVELAND, Ohio
CRD# 6768629
Paul Allen Toft
CLEVELAND, Ohio
CRD# 1573386
Paul Deluca
CLEVELAND, Ohio
CRD# 6196425
Timothy Lee Swanson
CLEVELAND, Ohio
CRD# 4367261
05
Office Locations
CLEVELAND, Ohio
8 advisors
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Data sourced from SEC Form ADV filings. KPB INVESTMENT ADVISORS LLC (CRD# 167934) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.