KCM Investment Advisors LLC
Legal Name: KCM INVESTMENT ADVISORS, LLC
Full Contact Details
KCM Investment Advisors LLC
750 LINDARO STREET, SUITE 350, SAN RAFAEL, CA
415-461-7788
415-461-3531
Other Info
KCM Investment Advisors LLC, a registered CA Limited Liability Company, employs 16 people with 9 working in advisory positions. While the number of clients served is unknown, the firm's SEC status is marked as Approved with a registration date of May 8, 1998.
KCM Investment AdvisorsHome - KCM Investment Advisors
HomeAbout usExpertiseTeamPhilosophyCommentaryContactImportant DisclosuresHomeAbout usExpertiseTeamPhilosophyCommentaryContactImportant Disclosures☰HomeAbout usExpertiseTeamPhilosophyCommentaryContactImportant Disclosures Striking the Right Balance An Integrative Approach Combining quantitative ana…
Direct Owners
-
JAY AUBREY KELLETT
CEO AND CIO owns 75% or more
-
JOHN CRAWFORD POGUE
PRESIDENT owns less than 5%
-
KURT R NUNEZ
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Stewart Wealth Management Inc
- Jocelyn Investment Management LLC
- Polaris Greystone Advisory Group LLC
- Marin Wealth Advisors LLC
- Hutchinson & Ziegler Financial Advisors Inc
- Lateef Investment Management LP
- Polaris Equity Management Inc
- Global Retirement Partners LLC
- Taddei Ludwig & Associates Inc
- O'Donnell Financial Services LLC