Overview
Assets Under Management: $99 million
Headquarters: SCHAUMBURG, IL
High-Net-Worth Clients: 51
Average Client Assets: $1.5 million
Frequently Asked Questions
KRD WEALTH MANAGEMENT, 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 #317947), KRD WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KRD WEALTH MANAGEMENT, LLC is headquartered in SCHAUMBURG, IL.
KRD WEALTH MANAGEMENT, LLC serves 51 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, KRD WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KRD WEALTH MANAGEMENT, LLC manages $99 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, KRD WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.13%
Average Client Assets: $1.5 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 317947
Filing ID: 1832701
Last Filing Date: 2024-03-18 12:20:00