1301 W. Long Lake Road
Suite 210
Troy, Michigan 48098
Tel: 248-418-5100
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.
SEC Current Status | Approved |
Firm CRD# | 144994 |
SEC# | 801-68330 |
Assets Managed by Firm | $309,390,268 |
No. of Clients | 1055 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1055 | $309,390,268 |
Individuals (other than high net worth individuals) | 120 | $38,300,856 |
High net worth individuals | 122 | $268,331,482 |
Pension and profit sharing plans | 5 | $2,757,930 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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