$28.4M Total AUM
$28.4M Disc. AUM
-- 3Y CAGR
2 Employees
91 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2006
- Office Locations
- 1
Office Locations
6540 SW 10th AVE STE 102 Topeka KS
About Kdwallstreet Investment Advisor LLC
Kdwallstreet Investment Advisor LLC is a Topeka-based RIA. The firm has been operating for 19 years. Managing $28.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
62 AVG AGE
$28.4M AVG AUM / ADVISOR
$311.6K AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
K
KORWIN D. WALL
President
- CRD
- #4373621
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,359,443 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,359,443 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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