KDT ADVISORS, LLC
Total AUM
$210.4M
Employees
5Clients
52Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
103 CARNEGIE CENTER
SUITE 300
PRINCETON
NJ 08540
United States
SUITE 300
PRINCETON
NJ 08540
United States
Operating Hours
BY APPOINTEMENT
Monday - Friday
Monday - Friday
Phone
929-293-1270
Other Offices
1
Financials
Total AUM
$210.4M
Accounts
60Discretionary
$136.6M
Accounts
27Non-Discretionary
$73.8M
Accounts
33
Clients
Individual Clients
5AUM
$850.7K
HNW Individual Clients
26AUM
$65.9M
Corporation or Business Clients
21AUM
$143.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANJNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.