KDP Asset Management

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Last updated: February 23rd, 2020. 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
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 20
Percentage of Advisors Trusted 100%
Minimum Investment $3,000,000
Average Client Balance $6,524,811
Total AUM $267.5 million
Advisor / Client Ratio 1:41
Headquarters Montpelier, VT
SEC Filings View SEC IAPD CRD #110265
State(s) Registered VT

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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