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Kma Financial Group, LLC (Bala Cynwyd)


Kma Financial Group, LLC is an adviser based in Bala Cynwyd. It manages $12.13 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2004.

Kma Financial Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kma Financial Group: assets under management

The assets under management (AUM) of Kma Financial Group, LLC is $12.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $327.76 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kma Financial Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bala Cynwyd

The principal office where Kma Financial Group, LLC performs its advisory services is located at 111 Presidential Blvd., Bala Cynwyd, PA 19004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-270-8729 or by fax 484-270-8730. The normal business hours are 9:00 - 5:00 on Monday - Friday.


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