Overview

KDM is an SMA based advisory. All KDM accounts are 100% managed on a discretionary basis. Our clients are high net worth individuals. We primarily own stocks, with some allocation to Treasuries. We have clients in Europe, Asia, South America, and the US. Current AUM is roughly $55 million. We are interested in purchasing assets from IA's who are looking to retire/leave the industry.
I can be reached at ___-___-____.
Thanks
Andre


Last Activity
6 months or more
Listing Updated
April 3, 2024

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