Kdb Asset Management, LLC

Kdb Asset Management, LLC (CRD# 129745) is a financial advisory firm headquartered in New York, NY. They manage $18,250,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
14 East 60th Street - Suite 602, New York, NY 10022
http://kdbasset.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $434,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Kdb Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Halberg, financial advisor New York NY
David C. Halberg
CRD#: 4753674
14 East 60th Street - Suite 602, New York, NY 10022

David Halberg (CRD# 4753674) is an Investment Advisor Representative working at Kdb Asset Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

2
Kenneth Halberg, financial advisor New York NY
Kenneth M. Halberg
CRD#: 2946258
14 East 60th Street - Suite 602, New York, NY 10022

Kenneth Halberg (CRD# 2946258) is an Investment Advisor Representative working at Kdb Asset Management, LLC in New York, NY and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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