Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > stamford > K2/D&S MANAGEMENT CO., L.L.C.
K2/D&S MANAGEMENT CO., L.L.C.
100 First Stamford Place
5th Floor
Stamford, Connecticut 06902
Tel: 203-348-5252
About K2/D&S MANAGEMENT CO., L.L.C.
K2/D&S MANAGEMENT CO, LLC, formally registered with the SEC as K2/D&S MANAGEMENT CO, LLC. The firm was established in 03/11/2003. They have over 2 offices throughout the country.
K2/D&S MANAGEMENT CO., L.L.C. is a Stamford, Connecticut based Financial Planning firm with nearly $9,436,934,450 assets under management, offering retirement planning & investment advisory services to 76 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123826 |
| SEC# | 801-61852 |
| Assets Managed by Firm | $9,436,934,450 |
| No. of Clients | 76 |
| No. of Advisors | 38 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FUNDS OF HEDGE FUND ADVISORY AND MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 76 | $9,436,934,450 |
| Pension and profit sharing plans | 18 | $2,271,525,134 |
| Charitable organizations | 1 | $28,109,471 |
| Corporations or other businesses | 1 | $128,343,573 |
More Retirement Planning firms in Stamford, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Stamford, Connecticut