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Kml Financial Services Group, L.L.C.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 1, 2016
    • $24.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 42
      Accounts
    • $577.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Kenneth Patrick Leblanc
October 2004

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Krim Landau, LLC -- --
    Mcguckin, Shatz, & White, LLC -- --
    Personal Financial Solutions, LLC IAR $66,594,365

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kenneth Patrick Leblanc Member January, 2001 25% to 50%
      Robert Krim Member March, 1997 25% to 50%
      James Mcguckin Member March, 1997 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Commissions