Assets Under Management
$5.9B
Number of Clients
1,694
Number of Advisors
7
Average Client AUM
$3.5M
AUM per Advisor
$836.0M
Compensation
Fee-Only (AUM)
KCM Investment Advisors, located in Greenbrae, CA, provides portfolio solutions to high net-worth individuals, families, pensions, corporations, foundations, and endowments. Services include financial planning and investment advisory, managing client assets on a discretionary basis.
300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904