Adk Wealthcare Partners

Adk Wealthcare Partners (CRD# 305867) is a financial advisory firm headquartered in , . They manage $23,404,000 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.adkwealthcare.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $214,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, IL, TX

Financial Advisors at Adk Wealthcare Partners
Showing 1 - 1 of 1 top financial advisors.
1
Albert Kaufman, financial advisor Alhambra IL
Albert D. Kaufman
CRD#: 4555119
Alhambra, IL

Albert Kaufman (CRD# 4555119) is an Investment Advisor Representative working at Adk Wealthcare Partners in Alhambra, IL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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