Kibo Investment Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
342173
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kibo Investment Advisors LLC is an individually owned limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm’s business model is fee-based, charging a percentage of assets under management. The snapshot indicates the adviser does not classify itself as a capital allocator, is not active on ESG mandates, and is not identified as a pension consultant or related adviser. Regulatory detail in the snapshot is limited: the firm’s SEC registration year is listed as unknown and it is described as an unclassified adviser. The available information points to a straightforward, client-facing wealth management practice rather than a manager-of-managers or institutional allocator.

Investments & Alternatives

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

Owners & executives

1 of 1
  • Michael Gavin

    Chief Executive Officer & Chief Compliance OfficerCRD 8254173

Contacts

1 of 1
  • Carlos Botero

    CRD 8258158

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth