KBL INVESTMENT MANAGEMENT

KBL INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 123007). Regulatory assets under management: $3.0M.

Registration

• CRD: 123007
• Type: Registered investment adviser
• Phone: 630-368-1545
• Latest filing: 2025-02-11
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123007 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search