KDP Asset Management Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

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 41 clients (1:41 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $3,000,000
Average Client Balance $6,524,811
Hybrid Advisor No
Disciplinary History No
Total AUM $267.5 million
Advisor / Client Ratio 1:41
Headquarters Montpelier, VT
SEC Filings Forms and Brochures    (CRD # 110265)
State(s) Registered VT

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