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KDM Wealth Management Inc

EST. AUM
$112,237,716

CONTACTS
2

CLIENT ACCOUNTS
538

Firm Details

Metro area Chicago
CRD Number 152002
Website kdmwealth.com
Client types

Overview

At KDM, the team combines years of experience and a proven investment philosophy with the latest research to develop optimal financial plans. They design and manage custom portfolios by integrating cutting-edge academic and behavioral finance research, along with the newest advancements in the financial services industry. These portfolios are broadly diversified and tailored to provide the best risk/return combination for each client’s specific situation. KDM’s primary focus is helping clients achieve their financial goals. To that end, their methodical, detail-oriented advisors craft personalised plans designed to meet individual needs.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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