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KB Private Wealth Management Group
KB PRIVATE WEALTH MANAGEMENT GROUP is an SEC-registered investment adviser in SHERMAN OAKS, CA. The firm manages approximately $7 million in regulatory assets.
KB Private Wealth Management Group
KB PRIVATE WEALTH MANAGEMENT GROUP is an SEC-registered investment adviser in SHERMAN OAKS, CA. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who are the principals at KB Private Wealth Management Group?
No principals are named in public sources. The firm's leadership team and investment professionals are not disclosed.
What is the AUM of KB Private Wealth Management Group?
The firm does not publicly disclose its assets under management. No independent estimates are available.
Where is KB Private Wealth Management Group headquartered?
The firm's headquarters location is not publicly listed.
What is the investment strategy of KB Private Wealth Management Group?
The firm's asset-class mix, stage preferences, and geographic focus are not disclosed. No known direct investments or fund commitments have been reported.
When was KB Private Wealth Management Group founded?
The founding year is not available from public records.
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