Kcpag Financial Advisors LLC is an adviser based in Robinson. It manages $50.13 million of regulatory assets for 218 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Indiana, and 4 other states.
Kcpag Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kcpag Financial Advisors LLC is $50.13 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kcpag Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kcpag Financial Advisors LLC performs its advisory services is located at 302 E. Walnut Street, Robinson, IL 62454, which is also the mailing address of the firm. An additional office of the firm is in Vincennes, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 618-544-4993 or by fax 618-544-2140. The normal business hours are 8:00a.m. - 5:00p.m. on Monday - Friday.