$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
43 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-1982
- Office Locations
- 1
Office Locations
-- OAK Brook IL
About KBL Investment Management
KBL Investment Management is a OAK Brook-based RIA. The firm has been operating for 43 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
64 AVG AGE
$3.0M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
28.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
43yrs Firm Age
Insights
Available
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Investment Themes
Available
Services
Available
Owner & Executives
K
KRISHNA BEHARI LALL
Chief Executive Officer, President
- CRD
- #4594181
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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