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Kcm Investment Advisors CRD 109629
$6.02B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-03-23 |
Branch Locations
300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City/County San Francisco | San Francisco | CA | 08/2010 | 09/2017 |
| Kcm Investment Advisors | Greenbrae | CA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-12 |
| S66 | Uniform Combined State Law Examination | 1999-10-11 |
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