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MKD WEALTH COACHES, LLC

1301 W. Long Lake Road
Suite 210
Troy, Michigan 48098
Tel: 248-418-5100

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About MKD WEALTH COACHES, LLC

MKD WEALTH COACHES, LLC, formally registered with the SEC as MKD WEALTH COACHES, LLC. The firm was established in 09/25/2007. They have over 2 offices throughout the country.

MKD WEALTH COACHES, LLC is a Troy, Michigan based Financial Planning firm with nearly $309,390,268 assets under management, offering retirement planning & investment advisory services to 1055 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144994
SEC# 801-68330
Assets Managed by Firm $309,390,268
No. of Clients 1055
No. of Advisors 13

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1055$309,390,268
Individuals (other than high net worth individuals)120$38,300,856
High net worth individuals122$268,331,482
Pension and profit sharing plans5$2,757,930
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