KCM Investment Advisors
Financial Services • 
San Rafael, California, United States • 1-10 Employees
Company overview
| Headquarters | 750 Lindaro Street, Suite 350, San Rafael, California 94901, US |
| Phone number | +14154617788 |
| Website | |
| NAICS | 52 |
| Founded | 1996 |
| Employees | 1-10 |
| Socials |
Key Contacts at KCM Investment Advisors
Loni L. Tankoos
Director Of Operations
Robert Byers
Director Of Taxable Fixed Income
KCM Investment Advisors Email Formats
KCM Investment Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@kcmadvisors.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@kcmadvisors.com | 80% |
{first initial}{last name} | jdoe@kcmadvisors.com | 20% |
About KCM Investment Advisors
Founded by Jay A. Kellett in 1996, KCM Investment Advisors is an investment management company that specializes in managing fixed income, domestic & international equity and balanced portfolios for individuals, institutions, pension and profit sharing plans, trusts, estates and foundations. Our investment objective is to deliver consistent long-term growth at an acceptable level of risk. We realize that investors have a daunting task in selecting professionals to act as fiduciaries. Choosing among the various mutual funds, banks, brokers and investment advisors can be overwhelming. The following are a few of the key factors that we believe distinguish KCM from its peers
KCM Investment Advisors revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
KCM Investment Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
KCM Investment Advisors has never raised funding before.
KCM Investment Advisors Tech Stack
Discover the technologies and tools that power KCM Investment Advisors's digital infrastructure, from frameworks to analytics platforms.
Web servers
CDN
Font scripts
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Programming languages
Miscellaneous
JavaScript libraries
Blogs
SSL/TLS certificate authorities
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Hosting
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Frequently asked questions
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