Overview
Assets Under Management: $199 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 60
Average Client Assets: $1.7 million
Frequently Asked Questions
MDK FINANCIAL GROUP, INC. 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 #116334), MDK FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
MDK FINANCIAL GROUP, INC. is headquartered in HOUSTON, TX.
MDK FINANCIAL GROUP, INC. serves 60 high-net-worth clients according to their SEC filing dated March 09, 2018. View client details ↓
According to their SEC Form ADV, MDK FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MDK FINANCIAL GROUP, INC. manages $199 million in client assets according to their SEC filing dated March 09, 2018.
According to their SEC Form ADV, MDK FINANCIAL GROUP, INC. 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: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.67%
Average Client Assets: $1.7 million
Total Client Accounts: 1,115
Discretionary Accounts: 248
Non-Discretionary Accounts: 867
Regulatory Filings
CRD Number: 116334
Filing ID: 1185782
Last Filing Date: 2018-03-09 17:27:00