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KCD FINANCIAL, INC.
GREEN BAY, WI
920-347-3400
SEC #801-110069Total AUM
$202.1M
Employees
29Clients
1,259Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3061 ALLIED STREET
SUITE B
GREEN BAY
WI 54304
United States
SUITE B
GREEN BAY
WI 54304
United States
Operating Hours
8-4:30 CST
Monday - Friday
Monday - Friday
Phone
920-347-3400
Other Offices
17
Financials
Total AUM
$202.1M
Accounts
1,259Discretionary
$202.1M
Accounts
1,259Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,235AUM
$138.1M
HNW Individual Clients
22AUM
$64M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PORTION OF FEES PAID TO 3RD PARTY ADVISORS
Compliance
Disclosures
Other Regulator Violation FindingPending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALAZCACOCTFLGAIDILINKYLAMAMDMIMNMONCNJNMNVNYOHORPASCTNTXVAWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.