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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion beacon
- Established Date
- 05-19-2004
- Office Locations
- 1
Office Locations
About KDB Asset Management, LLC
KDB Asset Management provides independent investment advisory services built on in-depth analytical research and personalized portfolio construction, with portfolios largely implemented using ETFs and some fixed income. Through KDB Brokerage Services it also offers personal and commercial insurance (auto, homeowners, liability, life, health). KDB International serves high-net-worth clients in Latin America and Asia, including kidnap & ransom and international health coverage; custodies with Fidelity/NFS.
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Owner & Executives
DAVID COHEN HALBERG
Partner, PRINCIPAL
- CRD
- #4753674
- Ownership
- 50% but less than 75%
KENNETH MICHAEL HALBERG
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #2946258
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,975,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,975,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,975,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,393,115,582 | 24.2% |
| Cash | $1,185,875,247 | 20.6% |
| Corporate - Investment Grade | $2,101,186,724 | 36.5% |
| Other | $1,076,498,404 | 18.7% |
| Total | $5,756,675,957 | 100.0% |