Kdk Private Wealth Management

Kdk Private Wealth Management (CRD# 299583) is a financial advisory firm headquartered in Houston, TX. They manage $359,773,297 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1616 South Voss, Suite 800, Houston, TX 77057
https://www.linkedin.com/company/kdk-private-wealth-management
By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $1,873,819
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kdk Private Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Christiaan Graf, financial advisor Houston TX
Christiaan J. Graf
CRD#: 2913161
1616 South Voss, Suite 800, Houston, TX 77057

Christiaan Graf (CRD# 2913161) is an Investment Advisor Representative working at Kdk Private Wealth Management in Houston, TX and has over 19 years of experience in the finance industry.

2
Kamden Kanaly, financial advisor Houston TX
Kamden D. Kanaly
CRD#: 5273910
1616 South Voss, Suite 810, Houston, TX 77057

Kamden Kanaly (CRD# 5273910) is an Investment Advisor Representative working at Kdk Private Wealth Management in Houston, TX and has over 16 years of experience in the finance industry.

3
Christie Kennimer, financial advisor Houston TX
Christie G. Kennimer
CRD#: 4323792
1616 South Voss, Suite 800, Houston, TX 77057

Christie Kennimer (CRD# 4323792) is an Investment Advisor Representative working at Kdk Private Wealth Management in Houston, TX and has over 6 years of experience in the finance industry.

4
Emily Ashton, financial advisor Houston TX
Emily Ashton
CRD#: 5815779
1616 S. Voss Road, Suite 810, Houston, TX 77057

Emily Ashton (CRD# 5815779) is an Investment Advisor Representative working at Kdk Private Wealth Management in Houston, TX and has over 10 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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