Koll Bren Screiber Realty Advisors, Inc. is an investment adviser to a business development company based in Newport Beach. It manages $2.2 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Koll Bren Screiber Realty Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Koll Bren Screiber Realty Advisors, Inc. is $2.2 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Koll Bren Screiber Realty Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Andrew Krotine joined the executive team most recently as the Corporate Controller.
The principal office where Koll Bren Screiber Realty Advisors, Inc. performs its advisory services is located at 4343 Von Karman Ave, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-833-1773 or by fax 949-476-1215. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.kbsrealty.com.