Overview
Assets Under Management: $210 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 26
Average Client Assets: $2.5 million
Frequently Asked Questions
KDT ADVISORS, 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 #289816), KDT ADVISORS, LLC is subject to fiduciary duty under federal law.
KDT ADVISORS, LLC is headquartered in PRINCETON, NJ.
KDT ADVISORS, LLC serves 26 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, KDT ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KDT ADVISORS, LLC manages $210 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, KDT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.31%
Average Client Assets: $2.5 million
Total Client Accounts: 60
Discretionary Accounts: 27
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 289816
Filing ID: 2044705
Last Filing Date: 2026-01-27 17:03:36