Kb Growth Advisors LLC is a large advisory firm based in Wayzata. It manages $31 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.
Kb Growth Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kb Growth Advisors LLC is $31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kb Growth Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kb Growth Advisors LLC performs its advisory services is located at 600 Twelve Oaks Center Drive, Wayzata, MN 55391, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-674-2966 or by fax 952-674-2961. The normal business hours are 8:00 a.m to 4:30 p.m. on Monday - Friday.