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Roger Schoenbeck

KDP ASSET MANAGEMENT, INC.·MONTPELIER, Vermont
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24 ELM STREET, MONTPELIER, VT 05602-2814CRD# 5750995Firm CRD# 110265
01

About

Roger Schoenbeck is a registered financial advisor based in MONTPELIER, Vermont, affiliated with KDP ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Financial Education
Client Types
Individuals
03

Firm Overview

Firm
KDP ASSET MANAGEMENT, INC.
KDP ASSET MANAGEMENT, INC.
AUM
$442M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at KDP ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Educational seminars/workshops
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5750995
Firm CRD# 110265
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Schoenbeck offer?
Roger Schoenbeck specializes in Investment Management, Wealth Management, Financial Education. Contact their office in MONTPELIER, Vermont for a consultation.
What are Roger Schoenbeck's credentials?
Roger Schoenbeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Schoenbeck located?
Roger Schoenbeck is based in MONTPELIER, Vermont, working with KDP ASSET MANAGEMENT, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.
How does Roger Schoenbeck charge for services?
Roger Schoenbeck's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KDP ASSET MANAGEMENT, INC.?
KDP ASSET MANAGEMENT, INC. has approximately 19 employees and manages $442M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONTPELIER
Mehran Assadi — EQUITY SERVICES, INC.David Russell Morgan — SENTINEL ASSET MANAGEMENT, INC.Lisa Francesca Muller — NLG CAPITAL, INC.Gregory Donald Woodworth — SENTINEL ASSET MANAGEMENT, INC.Thomas Wayne Rawlings — MAPLE CAPITAL MANAGEMENT, INC.
Nearby cities in Vermont
BURLINGTON (61)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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