Kpb Investment Advisors LLC is an investment adviser to an investment company based in Cleveland. It manages $91.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Ohio.
Kpb Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kpb Investment Advisors LLC is $91.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kpb Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Allen Toft has been acting as President since 1 Mar 2013. George P Mcbride joined the executive team most recently as the Chief Financial Officer.
The principal office where Kpb Investment Advisors LLC performs its advisory services is located at 100 Public Square, Cleveland, OH 44114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 216-689-3000 or by fax 216-689-5711. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at key.com.