KDP Asset Management Review


Trust Score 96%
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KDP Asset Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. KDP Asset Management manages $267.5 million and provides investment advisory services for 44 clients (1:44 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $3,000,000
Avg Account Balance $6,079,938
Hybrid Advisor No
Disciplinary History No
Total AUM $267.5 million
Advisor / Client Ratio 1:44
Headquarters Montpelier, VT
SEC Filings Forms and Brochures
State(s) Registered VT


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