Kcm Investment Advisors

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Description

  • Founded by Jay A. Kellett in 1996, KCM Investment Advisors is an investment management company that specializes in managing fixed income, domestic & international equity and balanced portfolios for individuals, institutions, pension and profit sharing plans, trusts, estates and foundations. Our investment objective is to deliver consistent long-term growth at an acceptable level of risk. We realize that investors have a daunting task in selecting professionals to act as fiduciaries. Choosing among the various mutual funds, banks, brokers and investment advisors can be overwhelming. The following are a few of the key factors that we believe distinguish KCM from its peers
  • location

    Headquarters:750 Lindaro Street Suite 350, San Rafael, California, United States

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  • Kcm Investment Advisors phone

    Phone Number: +1 415-461-7788

  • Kcm Investment Advisors website

    Website: https://www.kcmadvisors.com

  • Kcm Investment Advisors employees

    Employees:6

  • Kcm Investment Advisors revenue

    Revenue:$1 - 10M

  • Kcm Investment Advisors legal name

    Legal Name:Kcm Investment Advisors

  • Kcm Investment Advisors's Social Media

    Kcm Investment Advisors linkedin
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  • |  NAICS Code: 523120  |

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Person level website identification

Equity Trader And Chief Technology Officer for Kcm Investment Advisors

Jason Love

Equity Trader And Chief Technology Officer

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View Employees

Jason Love

Equity Trader And Chief Technology Officer

Michelle Durgy

Partner

Robert Byers

Director Of Taxable Fixed Income

Mary Coyne

Operations Manager

Don Jesberg

Portfolio Manager

Frequently Asked Questions regarding Kcm Investment Advisors

  • Where are Kcm Investment Advisors's Headquarters?

    Kcm Investment Advisors's Headquarters are in 750 Lindaro Street Suite 350,San Rafael,California,United States

  • What is Kcm Investment Advisors's phone number?

    Kcm Investment Advisors's phone number is +1 415-461-7788

  • What is Kcm Investment Advisors's official website?

    Kcm Investment Advisors's official website is https://www.kcmadvisors.com

  • What is Kcm Investment Advisors's Revenue?

    Kcm Investment Advisors's revenue is $1 - 10M

  • What is Kcm Investment Advisors's NAICS code?

    Kcm Investment Advisors's NAICS code is 523120

  • How many employees are working in Kcm Investment Advisors

    Kcm Investment Advisors has 6 employees

  • What is Kcm Investment Advisors's Industry?

    Kcm Investment Advisors is in the industry of Financial Services

  • Who is Kcm Investment Advisors's Equity Trader And Chief Technology Officer?

    Kcm Investment Advisors's Equity Trader And Chief Technology Officer is Jason Love

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