Kbc Holdings LLC (Hanson)

Name: Kbc Holdings LLC
Address: 70 Birchbark Drive, Hanson, MA, 02341
Telephone: 781 792 2930

Kbc Holdings LLC is a pension cosultant based in Hanson. It manages $9.56 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

Kbc Holdings provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kbc Holdings: assets under management

The assets under management (AUM) of Kbc Holdings LLC is $9.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.38 thousand each.

Investments

The firm invests in other assets the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kbc Holdings LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kbc Holdings serves?

The only and largest group of clients of Kbc Holdings is pension and profit sharing plans with 6 clients and $0 of assets under management. Among the 4 most similar advisory firms, Kbc Holdings has the highest percentage of pension and profit sharing plans out of all clients.

None of the firm’s clients are foreign persons or businesses.

Kbc Holdings doesn't advise any private funds.

Careers at Kbc Holdings LLC

The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Paul Mccarthy	President, chief compliance officer	1 Oct 2007	50% - 75%	4346871
Jason Ingraham	Llc member	1 Oct 2007	25% - 50%	4750252

Based in Hanson

The principal office where Kbc Holdings LLC performs its advisory services is located at 70 Birchbark Drive, Hanson, MA 02341 The mailing address of the firm is 167 Washington Street, Norwell, MA 02061. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781 792 2930. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at kanon.com.