Overview
Assets Under Management: $360 million
Headquarters: TROY, MI
High-Net-Worth Clients: 121
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,091
Discretionary Accounts: 1,042
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 144994
Last Filing Date: 2024-09-03 00:00:00
Website: https://mkdwealth.com