KB Financial Partners LLC
Legal Name: KB FINANCIAL PARTNERS, LLC
Full Contact Details
KB Financial Partners LLC
300 CARNEGIE CENTER #240, PRINCETON, NJ
609-514-4700
609-514-4725
Other Info
KB Financial Partners LLC, a registered Limited Liability Company in New Jersey, boasts of 15 employees, 7 of whom are advisers. With 17 clients and an SEC approved status, it's safe to say that this financial firm is well-structured and continues to provide quality financial services to its clients since its registration in 2013.
Financial Service Advisors for Wealth Management | KB Financial in NJ
Our clients entrust us to care for their two most valuable assets: their family and their business. Sophisticated clients require a partner with deep knowledge.
Direct Owners
-
ERIK NMN MOSHOLT
CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
-
JAMES DAVID KAPLAN
PRESIDENT owns less than 5%
-
KB FINANCIAL COMPANIES, LLC
MANAGING MEMBER owns 75% or more
Firms Located Nearby
- Halberstadt Financial Consultants Inc
- Byrne Asset Management LLC
- Private Wealth Management Group LLC
- Kubhera Enterprises LLC
- Bayard Asset Management LLC
- van Leeuwen & Company LLC
- Eagle Trading Systems Inc
- Dumont & Blake Investment Advisors LLC
- Equinox Institutional Asset Management LP
- Edgestream Partners LP