|
⚲
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| MKD Wealth Coaches LLC
✚
|
|
|---|---|
| CRD # | 144994 |
| SEC # | 801-68330 |
| CIK # | 0001536549 |
| AUM | $359.8 MM (2024-05-15) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 248-418-5100 |
| Address | 1301 W Long Lake Road Troy, MI 48098 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 45.7 |
| (b) Individuals (high net worth individuals) | 124 | 310.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,091 | 359.8 |
| By Discretionary | ||
| Discretionary | 1,042 | 347.9 |
| Non-Discretionary | 49 | 11.8 |
| Total | 1,091 | 359.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.8 | |
| Total | 1,091 | 359.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001536549] |
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|---|---|---|
|
Sterling Wealth Management Inc
✚
|
IL | 0.4 |
|
Weinberger Asset Management Inc
✚
|
CA | 0.4 |
|
1776 Wealth LLC
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|
GA | 0.4 |
|
Moirai Wealth Management LLC
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|
CA | 0.4 |
|
Wittenberg Investment Management Inc
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|
MA | 0.4 |
|
Fusion Capital LLC
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|
SC | 0.4 |
|
Consilio Wealth Advisors LLC
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|
WA | 0.4 |
|
Waveland Family Office LLC
✚
|
IL | 0.4 |
|
Private Wealth Solutions LLC
✚
|
CA | 0.4 |
|
Concorde Financial Corporation
✚
|
TX | 0.4 |