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KRD WEALTH MANAGEMENT, LLC
1051 Perimeter Drive
9th Floor
Schaumburg, Illinois 60173
Tel: 847-849 5550
About KRD WEALTH MANAGEMENT, LLC
KRD WEALTH MANAGEMENT, LLC, formally registered with the SEC as KRD WEALTH MANAGEMENT, LLC. The firm was established in 02/04/2022. They have over 1 offices throughout the country.
KRD WEALTH MANAGEMENT, LLC is a Schaumburg, Illinois based Financial Planning firm with nearly $98,532,392 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317947 |
| SEC# | 801-123175 |
| Assets Managed by Firm | $98,532,392 |
| No. of Clients | 292 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $98,532,392 |
| Individuals (other than high net worth individuals) | 46 | $10,567,666 |
| High net worth individuals | 51 | $78,957,936 |
| Pension and profit sharing plans | 7 | $8,474,574 |
| Charitable organizations | Fewer than 5 clients | $277,151 |
| Corporations or other businesses | Fewer than 5 clients | $255,065 |
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