This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Lincoln Financial · LPL Financial · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
About ADK Wealthcare Partners
ADK Wealthcare Partners is an Illinois-based fiduciary advisory firm providing holistic wealth management and personalized financial strategies for households and businesses. Led by Managing Director Al Kaufman (CFP®, MBA, CPA), the firm emphasizes goals-based planning and portfolio construction using vehicles such as ETFs, mutual funds, and fixed income. Primary custodian includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALBERT DUNCAN KAUFMAN
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4555119
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,178,000 | -- |
| Non-Discretionary | $2,540,000 | -- |
| Total | $28,718,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing