KCM Investment Advisors
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
750 Lindaro St Ste 350, San Rafael, Cali...Phone Number
(415) 461-7788Website
www.kcmadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
2
1
2
About KCM Investment Advisors
KCM Investment Advisors, based in the San Francisco Bay Area, has been providing fiduciary wealth management services since 1996. The firm specializes in customized wealth management, financial planning, retirement planning, and family office services, managing $6.0 billion for a diverse clientele including individuals, families, trusts, businesses, nonprofit organizations, and pension plans. KCM focuses on maximizing total returns through a balanced approach to investments in common stock, fixed income, and preferred stock, tailored to the specific needs of high net worth individuals. Their investment philosophy emphasizes the long-term potential of the markets and the importance of compounding growth, supported by exclusive analytical tools and extensive industry experience.Explore more
KCM Investment Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
KCM Investment Advisors
<$5M
11-50
Private
<$5M
2000
JK
Jay KellettFounder & CEO & Chief Information Officer
Company Profile Activity
Activity Insights
KCM Investment Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
KCM Investment Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about KCM Investment Advisors.
KCM Investment Advisors financials insights
Gather financial insights about KCM Investment Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
KCM Investment Advisors Tech Stack
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Most Recent Scoops
Open Position
Open Position
KCM Investment Advisors is currently seeking a Project Manager. (San Diego, CA)
Funding
KCM Investment Advisors has received an SBA PPP loan in the amount of $357,060 from Endeavor Bank resulting in the retention of 13 jobs.
Funding
KCM Group Inc has received an SBA PPP loan for $350,000-1 million from Endeavor Bank.
Funding
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Frequently Asked Questions Regarding KCM Investment Advisors
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KCM Investment Advisors, based in the San Francisco Bay Area, has been providing fiduciary wealth management services since 1996. The firm specializes in customized wealth management, financial planning, retirement planning, and family office services, managing $6.0 billion for a diverse clientele including individuals, families, trusts, businesses... Read More
