KRD Wealth Management, LLC, based out of Schaumburg, IL, is a distinguished investment advisory firm with a strong foothold in the financial industry. With over 40 individual clients and an impressive $93,715,000 in assets under management, KRD Wealth Management, LLC has established itself as a trusted partner in wealth management.
This small yet highly effective firm operates from a single office, strategically located in Schaumburg. While their clientele primarily comprises high net worth individuals, KRD Wealth Management, LLC possesses the expertise to manage employer funds as well, though such accounts constitute less than ...
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Assets Under Mgmt
$93.72M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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