Kanaly Trust

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5555 San Felipe St Ste 200, Houston, Tex...

Phone Number

(713) 561-9300

Revenue

<$5 Million

Industry

Finance Securities Trading

About Kanaly Trust

KDK Private Wealth Management is an SEC Registered Investment Advisor based in Houston, Texas, specializing in independent and tailored wealth planning and investment advice. The firm serves a community of families in Texas and across the nation within a multi-family office environment. Their services include private wealth management, reporting, consulting, and portfolio construction. KDK PWM emphasizes the importance of personalized investment advice and risk awareness in their approach.Explore more
Kanaly Trust's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Kanaly Trust Org Chart

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kanaly Trust

<$5M
1-10
Private
-
1975
DR
Daniel RobertsChief Compliance Officer
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alex PonchakChief Financial Officer
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Kanaly Trust Tech Stack

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Frequently Asked Questions Regarding Kanaly Trust

What is Kanaly Trust's official website?
Kanaly Trust's official website is www.kdkpwm.com
What is Kanaly Trust's Revenue?
Kanaly Trust's revenue is <$5 Million
What is Kanaly Trust's SIC code?
Kanaly Trust's SIC: 62,628
What is Kanaly Trust's NAICS code?
Kanaly Trust's NAICS: 52,523
How many employees does Kanaly Trust have?
Kanaly Trust has 1-10 employees
What industry does Kanaly Trust belong to?
Kanaly Trust is in the industry of: Finance, Securities Trading
What is Kanaly Trust competition?
Kanaly Trust top competitors include: Ehrenkranz Partners, CoastEdge Partners, Next Capital Management
What technology does Kanaly Trust use?
Some of the popular technologies that Kanaly Trust uses are: goo.gl, Stockdio, WooCommerce, WordPress.org
How do I contact Kanaly Trust?
Kanaly Trust contact info: Phone number: (713) 561-9300 Website: www.kdkpwm.com
What does Kanaly Trust do?

KDK Private Wealth Management is an SEC Registered Investment Advisor based in Houston, Texas, specializing in independent and tailored wealth planning and investment advice. The firm serves a community of families in Texas and across the nation within a multi-family office environment. Their services include private wealth management, reporting, c... onsulting, and portfolio construction. KDK PWM emphasizes the importance of personalized investment advice and risk awareness in their approach.Read More

What are Kanaly Trust social media links?
Kanaly Trust Linkedin page Kanaly Trust Twitter page Kanaly Trust Facebook page
Is Kanaly Trust a public company?
Kanaly Trust is private company therefore does not currently have an official ticker symbol
See more information about Kanaly Trust

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