KBS Capital Markets Group LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
132299
Registered since
October 22, 2004

Firm profile

FINTRX

Overview

KBS Capital Markets Group LLC is structured as a limited liability company and has been SEC-registered since 2004. The firm’s ownership is listed as a mix of a domestic entity and an individual. In the dataset the firm is classified as “Unclassified” and is not identified as a capital allocator. The snapshot data flags several negative/no flags: the firm is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The provided record did not include specific entries for client base, fee structure, business activities, or advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Zapata

    Compliance OfficerCRD 2422544

  • Kenny Tam

    Kenny Tam

    Accounting ManagerCRD 7872457

  • Matthew Crary

    Matthew Crary

    Associate Vice PresidentCRD 4181506

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
800 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth