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KB Financial Partners, Llc

EST. AUM
$1,301,599,752

CONTACTS
2

CLIENT ACCOUNTS
1,175

Firm Details

Metro area Princeton
CRD Number 119166
Website kbfinancialcompanies.com
Client types

Overview

KB Financial is a growing RIA in Princeton, NJ. The firm's client base includes individuals, high net worth individuals, foundations, and pensions. Their portfolios mainly consist of Mutual Funds, ETFs, and Private Placements. They do also have a program dedicated to SMAs. KB also has a consulting practice with both discretionary and non-discretionary clients. Schwab is the firm's custodian. In late September 2022, the firm was acquired by OneDigital Investment Advisors (PE backed).

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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