Km Capital Group
KM Capital Group, Inc. is a private wealth advisory practice. Our practice focuses on the needs and goals of high-net-worth families and closely held businesses. At the core of this practice is an emphasis on financial planning and professional asset management that typically spans several generations of a client's family. As independent advisors, Marc and his team provide personalized and custom wealth management strategies for their clients. This approach builds trust along with a consistently high quality client experience. The advisors at KM Capital Group are supported by an on-staff Certified Financial Planner, a Financial Paraplanner Qualified Professional, and a Dedicated Client Services Associate. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC The financial professionals associated with KM Capital Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
8
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DN
Danielle Neff
Client Experience Manager · Customer/Client Service
EmailPhone - WH
William Hyman
Wealth Advisor · Finance & Accounting
EmailPhone - JP
Joseph Praino
Lpl Financial Advisor · Sales & Business Development
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Km Capital Group
6 distinct titles indexed · top 6 shown.
- 2wealth advisor
- 1administrative assistant
- 1branch operations support
- 1client experience manager
- 1lpl financial advisor
- 1managing director
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