Kco Investments, Incorporated is a large advisory firm based in San Francisco. It manages $58.91 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Kco Investments, Incorporated provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kco Investments, Incorporated is $58.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 347% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kco Investments, Incorporated for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kco Investments, Incorporated performs its advisory services is located at 3717 Buchanan Street, San Francisco, CA 94123, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 415-441-3034. The normal business hours are 9am-5pm on Monday - Friday.