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KDT ADVISORS, LLC
CRD 289816 · SEC 801-111805
103 CARNEGIE CENTER, SUITE 300, PRINCETON, NJ, 08540, United States
Phone
929-293-1270
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.4M
Discretionary AUM
$136.6M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $851K |
| High net worth individuals | 26 | $65.9M |
| Corporations/business entities | 21 | $143.7M |
States served
CA, NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD