Overview
Assets Under Management: $152 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
CDKV HOLDINGS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299856), CDKV HOLDINGS LLC is subject to fiduciary duty under federal law.
CDKV HOLDINGS LLC is headquartered in DENVER, CO.
CDKV HOLDINGS LLC serves 54 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, CDKV HOLDINGS LLC offers financial planning and portfolio management for individuals. View all service details ↓
CDKV HOLDINGS LLC manages $152 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, CDKV HOLDINGS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 303
Discretionary Accounts: 290
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 299856
Last Filing Date: 2025-02-14 00:00:00
Website: https://steelestpwm.com