SEC CRD #801-55395
KCM Investment Advisors is a wealth management and investment advisory firm located in the San Francisco Bay Area that has provided fiduciary investment services since 1996, managing $6.0 billion for individuals, families, trusts, businesses, nonprofits, and pension plans.
LONI TANKOOS
CHIEF COMPLIANCE OFFICER
📞 (415) 461-7788
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$6.0B
Check Size
$2.0B–$2.0B
Location
GREENBRAE, CA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.