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MKD WEALTH
1301 W. Long Lake Road
Suite 210
Troy, Michigan 48098
Tel: 248-418-5100
About MKD WEALTH
MKD WEALTH, formally registered with the SEC as MKD WEALTH. The firm was established in 09/25/2007. They have over 2 offices throughout the country.
MKD WEALTH is a Troy, Michigan based Financial Planning firm with nearly $359,762,395 assets under management, offering retirement planning & investment advisory services to 1091 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144994 |
| SEC# | 801-68330 |
| Assets Managed by Firm | $359,762,395 |
| No. of Clients | 1091 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1091 | $359,762,395 |
| Individuals (other than high net worth individuals) | 124 | $45,746,819 |
| High net worth individuals | 124 | $310,230,414 |
| Pension and profit sharing plans | 5 | $3,785,162 |
More Retirement Planning firms in Troy, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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