G
$663.4M Total AUM
$0 Disc. AUM
10.4% 3Y CAGR
1 Employees
4 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2012
- Office Locations
- 1
Office Locations
-- Weston CT
About GKB Partners LLC
GKB Partners LLC is a Weston-based RIA. The firm has been operating for 14 years. Managing $663.4M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$663.4M AVG AUM / ADVISOR
$165.9M AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Owner & Executives
J
Joseph John Batcha
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $663,402,907 | $165,850,727 |
| Total | $663,402,907 | $165,850,727 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Total | Available | Available |
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