Christiaan
Graf
Kdk Private Wealth Management
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About this Advisor
Christiaan Graf is a financial advisor operating out of Houston, Texas with a total of 2 years of relevant experience. Graf works at Kdk Private Wealth Management. Over the course of their career, Graf has held roles at Mercer Global Advisors Inc, Kanaly Trust Services and Kdk Private Wealth Management. Graf maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Kdk Private Wealth Management is an advisory business headquartered in Houston, TX. It has $261 million in assets across its 183 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 183 customer accounts, 62% are associated with high-net-worth clients who have at least $1 million in investable assets. Kdk Private Wealth Management provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management are based on which services the firm provides the client. Fees charged by Kdk Private Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kdk Private Wealth Management Brokerage Details
$260,942,768
4
183
$1,425,917
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Christiaan Graf Work History
Christiaan has been registered as a financial advisor for 2 years.*
Kdk Private Wealth Management
Mercer Global Advisors Inc
Kanaly Trust Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christiaan Graf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kdk Private Wealth Management
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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