Best-in-State · rank 71 · Scottsdale, Arizona · listed firm: KDI Wealth Management
Identity & firm
- Firm — KDI Wealth Management (high)
- “firm":"KDI Wealth Management"” — forbes_shook
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Book of business
- Team AUM ($M) — 756 (high)
- “Team Assets (Custodied)":"$756M"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 75 (high)
- “Typical Net Worth of Relationships":"$3-150M"” — forbes_shook
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Positioning & marketing
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Visual brand
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