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KDK PRIVATE WEALTH MANAGEMENT
1616 South Voss
Suite 800
Houston, Texas 77057
Tel: 713-391-8044
About KDK PRIVATE WEALTH MANAGEMENT
KDK PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as KDK PRIVATE WEALTH MANAGEMENT. The firm was established in 05/24/2021. They have over 1 offices throughout the country.
KDK PRIVATE WEALTH MANAGEMENT is a Houston, Texas based Financial Planning firm with nearly $359,773,297 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299583 |
| SEC# | 801-121062 |
| Assets Managed by Firm | $359,773,297 |
| No. of Clients | 192 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (REPORTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 192 | $359,773,297 |
| Individuals (other than high net worth individuals) | 22 | $5,809,437 |
| High net worth individuals | 50 | $351,549,214 |
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