KCM Investment Advisors is an investment advisor in Greenbrae with $5.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
KCM Investment Advisors
SEC CIK
IRS number
911756649
SEC advisor number
801-55395
FINRA CRD number
109629
AUM ?
$5.30 bn
(as of 23 May 24)
Accounts
3,568
(as of 23 May 24)
Employees
20
(9 investment advisory or research)
Address
KCM Investment Advisors
750 LINDARO STREET
SUITE 350
SAN RAFAEL
CA 94901
750 LINDARO STREET
SUITE 350
SAN RAFAEL
CA 94901
Phone
415-461-7788
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22