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KRD WEALTH MANAGEMENT, LLC

1051 Perimeter Drive
9th Floor
Schaumburg, Illinois 60173
Tel: 847-849 5550

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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 StatusApproved
Firm CRD#317947
SEC#801-123175
Assets Managed by Firm$98,532,392
No. of Clients292
No. of Advisors4

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 ClientsAUM
Firm Total292$98,532,392
Individuals (other than high net worth individuals)46$10,567,666
High net worth individuals51$78,957,936
Pension and profit sharing plans7$8,474,574
Charitable organizationsFewer than 5 clients$277,151
Corporations or other businessesFewer than 5 clients$255,065

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