Adk Wealthcare Partners
Adk Wealthcare Partners (CRD# 305867) is a financial advisory firm headquartered in , . They manage $23,404,000 in 109 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Adk Wealthcare Partners
By the Numbers
-
Total Assets Under Management23MILLION
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Total Number of Accounts109ACCOUNTS
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Average Account Value$214,716
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, IL, TX
Financial Advisors at Adk Wealthcare Partners
1
Albert Kaufman (CRD# 4555119) is an Investment Advisor Representative working at Adk Wealthcare Partners in Alhambra, IL and has over 21 years of experience in the finance industry.
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