KCM Investment Advisors Employee Directory

Q: What is KCM Investment Advisors known for?

KCM Investment Advisors was founded in 1996. KCM Investment Advisors operates in the Financial Services industry.

Q: How many employees does KCM Investment Advisors have currently?

KCM Investment Advisors has approximately 11 employees.

Financial ServicesCalifornia, United States11-50 Employees

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

Find KCM Investment Advisors employees' phone numbers or email addresses

KCM Investment Advisors Global Highlights

North America
18

United States Of America
18

KCM Investment Advisors's Leadership

J. G.
Partner And Portfolio Manager
Mobile Phone
Email
J. L.
Partner And Portfolio Manager
Mobile Phone
Email
D. D.
Director Of Fixed Income Trading
Mobile Phone
Email
R. R.
Director Of Retail Marketing
Mobile Phone
Email
J. P.
Portfolio Manager
Mobile Phone
Email
K. J.
Manager
Mobile Phone
Email
C. L.
Client Services
Mobile Phone
Email
N. V.
Client Services And Operations
Mobile Phone
Email

Contact profiles from KCM Investment Advisors

Name

Title

Contact Info

Location

Last Update

J. G.
Partner And Portfolio Manager
Mobile Phone
Email
Oct 16, 2024
J. L.
Partner And Portfolio Manager
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
D. D.
Director Of Fixed Income Trading
Mobile Phone
Email
UNITED STATES
Jul 09, 2024
R. R.
Director Of Retail Marketing
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
J. P.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
K. J.
Manager
Mobile Phone
Email
UNITED STATES
Oct 23, 2023
C. L.
Client Services
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
N. V.
Client Services And Operations
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
T. M.
Investment Officer
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is KCM Investment Advisors known for?

KCM Investment Advisors was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 750 Lindaro Street, Suite 350; you can contact the main corporate office by phone at

+1-415-461-****

. Explore KCM Investment Advisors's company overview page for more information.

What is KCM Investment Advisors's most common email format?

KCM Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more KCM Investment Advisors email formats with LeadIQ.

How many employees does KCM Investment Advisors have currently?

KCM Investment Advisors has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are KCM Investment Advisors's key employees and leadership?

As of December 2025, KCM Investment Advisors's key employees include:

Partner And Portfolio Manager: J. G.
Partner And Portfolio Manager: J. L.
Director Of Fixed Income Trading: D. D.
Director Of Retail Marketing: R. R.
Portfolio Manager: J. P.

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