KB FINANCIAL PARTNERS, LLC
CRD #119166 SEC #801-78199 PRINCETON, NJ 609-924-7250
SEC Registered
Total AUM
$1.3B
Discretionary
$991.1M
Employees
17
Clients
11
Accounts
1,175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $1.3B | $991.1M | $310.5M | 17 | 2 |
| Apr 2023 | $1.3B | $991.1M | $310.5M | 17 | 2 |
| Feb 2023 | $1.1B | $777.5M | $286.7M | 17 | 2 |
| Mar 2022 | $1.1B | $777.5M | $286.7M | 17 | 2 |
| Jan 2022 | $618.8M | $597.8M | $21M | 18 | 17 |
| Mar 2021 | $618.8M | $597.8M | $21M | 18 | 17 |
| Jan 2021 | $784.7M | $758.2M | $26.5M | 19 | 17 |
| Jul 2020 | $784.7M | $758.2M | $26.5M | 19 | 17 |
| Jul 2020 | $784.7M | $758.2M | $26.5M | 19 | 17 |
| Jun 2020 | $784.7M | $758.2M | $26.5M | 19 | 17 |
| Mar 2020 | $784.7M | $758.2M | $26.5M | 19 | 17 |
| Mar 2020 | $593.8M | $574M | $19.8M | 15 | 17 |
| Oct 2019 | $593.8M | $574M | $19.8M | 15 | 17 |
| Mar 2019 | $593.8M | $574M | $19.8M | 15 | 17 |
| Mar 2018 | $615.3M | $594.8M | $20.5M | 14 | 14 |
| Mar 2018 | $615.3M | $594.8M | $20.5M | 14 | 14 |
| Mar 2017 | $469.9M | $450.7M | $19.2M | 17 | 248 |
| Oct 2016 | $441.8M | $424.7M | $17M | 17 | 260 |
| Oct 2016 | $441.8M | $424.7M | $17M | 17 | 260 |
| Mar 2016 | $441.8M | $424.7M | $17M | 17 | 260 |
| Mar 2015 | $488.2M | $440.7M | $47.5M | 20 | 260 |
| Apr 2014 | $446.2M | $426.4M | $19.9M | 20 | 255 |
| Mar 2014 | $446.2M | $426.4M | $19.9M | 20 | 255 |
| Nov 2013 | $208M | $208M | $0 | 20 | 140 |
| Jul 2013 | $208M | $208M | $0 | 20 | 140 |
| Jun 2013 | $208M | $208M | $0 | 20 | 140 |
DateAug 2023
Total AUM$1.3B
Discretionary$991.1M
Non-Disc.$310.5M
Employees17
Clients2
DateApr 2023
Total AUM$1.3B
Discretionary$991.1M
Non-Disc.$310.5M
Employees17
Clients2
DateFeb 2023
Total AUM$1.1B
Discretionary$777.5M
Non-Disc.$286.7M
Employees17
Clients2
DateMar 2022
Total AUM$1.1B
Discretionary$777.5M
Non-Disc.$286.7M
Employees17
Clients2
DateJan 2022
Total AUM$618.8M
Discretionary$597.8M
Non-Disc.$21M
Employees18
Clients17
DateMar 2021
Total AUM$618.8M
Discretionary$597.8M
Non-Disc.$21M
Employees18
Clients17
DateJan 2021
Total AUM$784.7M
Discretionary$758.2M
Non-Disc.$26.5M
Employees19
Clients17
DateJul 2020
Total AUM$784.7M
Discretionary$758.2M
Non-Disc.$26.5M
Employees19
Clients17
DateJul 2020
Total AUM$784.7M
Discretionary$758.2M
Non-Disc.$26.5M
Employees19
Clients17
DateJun 2020
Total AUM$784.7M
Discretionary$758.2M
Non-Disc.$26.5M
Employees19
Clients17
DateMar 2020
Total AUM$784.7M
Discretionary$758.2M
Non-Disc.$26.5M
Employees19
Clients17
DateMar 2020
Total AUM$593.8M
Discretionary$574M
Non-Disc.$19.8M
Employees15
Clients17
DateOct 2019
Total AUM$593.8M
Discretionary$574M
Non-Disc.$19.8M
Employees15
Clients17
DateMar 2019
Total AUM$593.8M
Discretionary$574M
Non-Disc.$19.8M
Employees15
Clients17
DateMar 2018
Total AUM$615.3M
Discretionary$594.8M
Non-Disc.$20.5M
Employees14
Clients14
DateMar 2018
Total AUM$615.3M
Discretionary$594.8M
Non-Disc.$20.5M
Employees14
Clients14
DateMar 2017
Total AUM$469.9M
Discretionary$450.7M
Non-Disc.$19.2M
Employees17
Clients248
DateOct 2016
Total AUM$441.8M
Discretionary$424.7M
Non-Disc.$17M
Employees17
Clients260
DateOct 2016
Total AUM$441.8M
Discretionary$424.7M
Non-Disc.$17M
Employees17
Clients260
DateMar 2016
Total AUM$441.8M
Discretionary$424.7M
Non-Disc.$17M
Employees17
Clients260
DateMar 2015
Total AUM$488.2M
Discretionary$440.7M
Non-Disc.$47.5M
Employees20
Clients260
DateApr 2014
Total AUM$446.2M
Discretionary$426.4M
Non-Disc.$19.9M
Employees20
Clients255
DateMar 2014
Total AUM$446.2M
Discretionary$426.4M
Non-Disc.$19.9M
Employees20
Clients255
DateNov 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients140
DateJul 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients140
DateJun 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients140