How does the advisor help clients – Key Takeaways:
K2/D&S MANAGEMENT CO., L.L.C. is a financial consulting firm with a team of experienced professionals dedicated to providing expert financial advice to individuals and businesses. The firm offers a wide range of financial services and caters to a diverse clientele.
Some key takeaways about K2/D&S MANAGEMENT CO., L.L.C. include:
- The firm has a team of financial experts who bring a wealth of knowledge and experience to their clients.
- K2/D&S MANAGEMENT CO., L.L.C. offers a range of financial services to meet the individual needs of their clients.
- The firm caters to a diverse clientele, including individuals and businesses.
Facts and Insights
Here are some interesting facts and insights about K2/D&S MANAGEMENT CO., L.L.C. that demonstrate their expertise in the financial industry:
- K2/D&S MANAGEMENT CO., L.L.C. has been in business for over 20 years, providing reliable financial advice to their clients.
- The firm has over $1 billion in assets under management.
- K2/D&S MANAGEMENT CO., L.L.C. has a highly skilled team of financial advisors, with an average of 15 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $1 billion | 10+ |
Financial Services Offered
K2/D&S MANAGEMENT CO., L.L.C. offers a range of financial services to meet the diverse needs of their clients. Some of the services offered by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
K2/D&S MANAGEMENT CO., L.L.C. caters to a diverse clientele, offering their expert financial advice to both individuals and businesses. Some of their clients include:
- High net worth individuals
- Small businesses
- Retirees
- Executives
Fees & Compensation
K2/D&S MANAGEMENT CO., L.L.C. charges fees based on a percentage of assets under management. This is a standard industry practice and ensures that the firm is aligned with their clients’ goals and objectives. The firm also may receive compensation from third parties, but any potential conflicts of interest are fully disclosed to clients.
Background
K2/D&S MANAGEMENT CO., L.L.C. was founded in 1999 and has been providing expert financial advice for over 20 years. The firm is committed to staying up-to-date with the latest financial trends and strategies to best serve their clients. Their team of advisors has a diverse range of backgrounds and expertise, allowing them to provide comprehensive and personalized financial solutions.
Financial Advisor Disclosures to Know
K2/D&S MANAGEMENT CO., L.L.C. is a registered investment advisor and is required to disclose any potential conflicts of interest to their clients. Clients can review these disclosures in the firm’s Form ADV, which is available on the SEC’s website. The firm also has a fiduciary duty to act in the best interests of their clients.