Khd Financial Corp. (Miami)

Name: Khd Financial Corp.
Address: 1200 Brickell Avenue, Suite 700, Miami, FL, 33131
Telephone: 305.710.6266

Khd Financial Corp. is a large advisory firm based in Miami. It manages $29.16 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

Khd Financial Corp provides financial planning services, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Khd Financial Corp: assets under management

The assets under management (AUM) of Khd Financial Corp. is $29.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Khd Financial Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Khd Financial Corp.

Stephen George Danner has been acting as President since 1 Aug 1998. Monte E Kane joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen George Danner	President	1 Aug 1998	50% - 75%	3179992
Monte E Kane	Vice president	1 Aug 1998	50% - 75%	3178185

Based in Miami

The principal office where Khd Financial Corp. performs its advisory services is located at 1200 Brickell Avenue, Suite 700, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305.710.6266 or by fax 305.716.9209. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.khdcpa.com.