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KDP ASSET MANAGEMENT, INC.
KDP ASSET MANAGEMENT, INC.
MONTPELIER, Vermont
·
4 registered advisors
·
CRD# 110265
SEC# 801-57760
0
802-223-0440
01
Firm Overview
AUM
$442M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Educational seminars/workshops
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
Financial Education
04
Advisors at KDP ASSET MANAGEMENT, INC.
4 registered advisors
Christopher John Flynn
MONTPELIER, Vermont
CRD# 3207243
Kingman D Penniman
MONTPELIER, Vermont
CRD# 2644435
Michael Adam Bravin
MONTPELIER, Vermont
CRD# 2758037
Roger Schoenbeck
MONTPELIER, Vermont
CRD# 5750995
05
Office Locations
MONTPELIER, Vermont
4 advisors
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Data sourced from SEC Form ADV filings. KDP ASSET MANAGEMENT, INC. (CRD# 110265) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.