KBK Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
28 W 44th St Fl 12, New York City, New Y...Phone Number
(212) 944-8501Website
www.kbkwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About KBK Wealth Management
KBK Wealth Management provides comprehensive financial planning and wealth management services tailored for individuals and businesses in New York City, NY, and Delray Beach, FL. With over 30 years of experience, they focus on developing personalized financial strategies that address the unique needs of each client. The firm operates under fiduciary principles, ensuring they act in the best interest of their clients without obligations to specific financial products. Their knowledgeable and experienced advisors offer an intimate advising experience, setting them apart in the wealth management industry.Explore more
KBK Wealth Management Org Chart
KW
Benefits Administrator
AB
Managing Partner, CPA, CFP, PFS, AIF
GK
Executive Assistant
NC
Senior Wealth Advisor
JC
Financial Advisor
JV
Operations Assistant
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Revenue
Number of Employees
Type
Funding
Founded In
KBK Wealth Management
<$5M
11-50
Private
-
1993
SM
Sviatlana MaslavaSenior Registered Financial Client Associate
<$5M
11-50
Private
<$5M
2001
MM
Michelle MorrisseyStrategic Implementation Chief Operating Officer & Partner
Company Profile Activity
Activity Insights
KBK Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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KBK Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about KBK Wealth Management.
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KBK Wealth Management provides comprehensive financial planning and wealth management services tailored for individuals and businesses in New York City, NY, and Delray Beach, FL. With over 30 years of experience, they focus on developing personalized financial strategies that address the unique needs of each client. The firm operates under fiduciar... Read More
