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Building 2KDT ADVISORS, LLC

Map pinPRINCETON, NJ
Phone929-293-1270
NotebookSEC #801-111805
Total AUM
$210.4M
Employees
5
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
103 CARNEGIE CENTER
SUITE 300
PRINCETON
NJ 08540
United States
Operating Hours
BY APPOINTEMENT
Monday - Friday
Phone
929-293-1270
Other Offices
1

ReceiptFinancials

Total AUM
$210.4M
Accounts
60
Discretionary
$136.6M
Accounts
27
Non-Discretionary
$73.8M
Accounts
33

ContactClients

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Individual Clients
5
AUM
$850.7K
HNW Individual Clients
26
AUM
$65.9M
Corporation or Business Clients
21
AUM
$143.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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