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Krd Financial, LLC (Schaumburg)


Krd Financial, LLC is an adviser based in Schaumburg. It manages $22 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Illinois.

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Krd Financial provides portfolio management for individuals and small businesses and pension consulting 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.

Krd Financial: assets under management

The assets under management (AUM) of Krd Financial, LLC is $22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $261.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Krd Financial, LLC for their services and products based on a percentage of assets under management 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.

Based in Schaumburg

The principal office where Krd Financial, LLC performs its advisory services is located at 1101 Perimeter Drive, Schaumburg, IL 60173, 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 847-517-7967 or by fax 847-777-0577. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at krdcpas.com.


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