Kibo Investment Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 342173
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Michael Gavin
Chief Executive Officer & Chief Compliance OfficerCRD 8254173
Contacts
1 of 1Carlos Botero
CRD 8258158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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