KPB INVESTMENT ADVISORS LLC
CRD #167934 SEC #801-78120 CLEVELAND, OH 216-689-3000
SEC Registered
Total AUM
$116.7M
Discretionary
$116.7M
Employees
6
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $91.3M | $91.3M | $0 | 6 | 1 |
| Jul 2016 | $116.7M | $116.7M | $0 | 6 | 1 |
| Jul 2016 | $116.7M | $116.7M | $0 | 6 | 1 |
| May 2016 | $116.7M | $116.7M | $0 | 6 | 1 |
| Mar 2016 | $116.7M | $116.7M | $0 | 6 | 1 |
| Apr 2015 | $145.8M | $145.8M | $0 | 6 | 1 |
| Jan 2015 | $145.8M | $145.8M | $0 | 6 | 1 |
| Aug 2014 | $145.3M | $145.3M | $0 | 7 | 1 |
| Mar 2014 | $145.7M | $145.7M | $0 | 7 | 1 |
| Sep 2013 | $156.1M | $156.1M | $0 | 7 | 1 |
| May 2013 | $0 | $0 | $0 | 7 | 0 |
DateMar 2017
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees6
Clients1
DateJul 2016
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees6
Clients1
DateJul 2016
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees6
Clients1
DateMay 2016
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees6
Clients1
DateApr 2015
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees6
Clients1
DateJan 2015
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees6
Clients1
DateAug 2014
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees7
Clients1
DateMar 2014
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees7
Clients1
DateSep 2013
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees7
Clients1
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0