K
CRD: 323502
Kidd Financial Planning, Llc.
$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
4 Employees
10 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- ZenithLegacy +more
- Established Date
- 11-30-2022
- Office Locations
- 1
Office Locations
14700 Farmington Road Suite 107 Livonia MI
About Kidd Financial Planning, Llc.
Kidd Financial Planning, Llc. is a Livonia-based RIA. The firm has been operating for 3 years. Managing $14.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Oak capital Eagle foundation
Client Personas
Prime vertex Alpha north
Custodian
Quantum element Focus pioneer
Investment Themes
Vertex Vital atlas
Investment Vehicles
Alpha matrix
Services
Wave wave Horizon unison Wave Catalyst atlas Harbor optima Beacon Frontier vector Pathway
Technology
Zenith Atlas Unison alpha
Owner & Executives
M
Matthew Stephen Kidd
Chief Compliance Officer, President
- CRD
- #7638406
- Ownership
- 75% or more
(781) 367-9325
atlas.oak@optimacapital.com
in linkedin.com/in/vector-vertex
Showing 1 of 1 owners & executives
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B
Brett Stephen Kidd
--
- CRD
- #8211205
(804) 709-1801
pioneer.beacon@radialcapital.com
in linkedin.com/in/radial-prime
M
MARK STEPHEN KIDD
--
- CRD
- #8004558
(365) 510-3372
pioneer.timber@frontiercapital.com
in linkedin.com/in/vital-capital
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,023,440 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,023,440 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,023,440
Equity - Exchange:
55.3% Cash:
44.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,367,617,181 | 55.3% |
| Cash | $3,530,424,737 | 44.7% |
| Total | $7,898,041,918 | 100.0% |