Emily
Ashton
Kdk Private Wealth Management
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About this Advisor
Emily Ashton is a financial advisor who works out of Houston, Texas, with 4 years of relevant experience. Ashton is currently employed by Kdk Private Wealth Management. The advisor has gained experience at Northwestern Mutual, Ashton Family, Kdk Private Wealth Management and Kanaly Trust Company. Ashton maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Kdk Private Wealth Management is an advisory firm that has its headquarters in Houston, TX. It has $261 million in assets under management between 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 client accounts, 62% belong to high-net-worth individuals who have at least $1 million in investable assets. Kdk Private Wealth Management has a number of services, such as 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 charged by financial advisors largely vary depending on which service is offered. However, fee types billed 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
Emily Ashton Work History
Emily has been registered as a financial advisor for 4 years.*
Kdk Private Wealth Management
Ashton Family
Ashton Family
Kanaly Trust Company
Northwestern Mutual
Northwestern Mutual
*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 Emily Ashton 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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