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Building 2KDP ASSET MANAGEMENT, INC.

Map pinMONTPELIER, VT
Phone802-223-0440
NotebookSEC #801-57760
Total AUM
$441.8M
Employees
19
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 ELM STREET
MONTPELIER
VT 05602-2814
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
802-223-0440

ReceiptFinancials

Total AUM
$441.8M
Accounts
36
Discretionary
$90.3M
Accounts
31
Non-Discretionary
$351.5M
Accounts
5

ContactClients

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HNW Individual Clients
29
AUM
$27.9M
Banking Clients
5
AUM
$351.5M
Pension/Profit Sharing Plan Clients
1
AUM
$55.3M
Charitable Organization Clients
1
AUM
$7.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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