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GKB PARTNERS LLC

· CRD 298149 · IAPD ↗ · 203-856-6852

$663.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — GKB PARTNERS LLC crossed $500M in regulatory AUM ($492.7M -> $583.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.