Overview
Assets Under Management: $59 million
High-Net-Worth Clients: 19
Average Client Assets: $3.0 million
Frequently Asked Questions
RDK FINANCIAL GROUP 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 #125768), RDK FINANCIAL GROUP is subject to fiduciary duty under federal law.
RDK FINANCIAL GROUP serves 19 high-net-worth clients according to their SEC filing dated February 12, 2018. View client details ↓
According to their SEC Form ADV, RDK FINANCIAL GROUP offers financial planning and portfolio management for individuals. View all service details ↓
RDK FINANCIAL GROUP manages $59 million in client assets according to their SEC filing dated February 12, 2018.
According to their SEC Form ADV, RDK FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.89%
Average Client Assets: $3.0 million
Total Client Accounts: 72
Discretionary Accounts: 67
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 125768
Filing ID: 1171011
Last Filing Date: 2018-02-12 15:53:00