Kanaly Trust

Finance · Texas, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(713) 561-9300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

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 MediaPopular SearchesKanaly Trust CoKanaly TrustKDK Private Wealth Management LLCKanaly Holdings LLCThe Kanaly CoSIC Code 62,628NAICS Code 52,523Show more

Kanaly Trust Org Chart

PhoneEmail
MM
United States flag for contact location.

Vice President

PhoneEmail
CG
United States flag for contact location.

Managing Director and Private Wealth Advisor

PhoneEmail
CK
United States flag for contact location.

Managing Director, Investment Management & Op...

PhoneEmail
CG
United States flag for contact location.

Managing Director Private Wealth Advisor

PhoneEmail
GA
United States flag for contact location.

Senior Vice President and Special Assets Mana...

PhoneEmail
JS
United States flag for contact location.

Vice President, Marketing & Public Relations ...

PhoneEmail
KS
United States flag for contact location.

Assistant Vice President & Supervisor, Trust ...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
SB
United States flag for contact location.

Manager, Operations

PhoneEmail
LW
United States flag for contact location.

Manager

PhoneEmail
PC
United States flag for contact location.

Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Kanaly Trust your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Kanaly Trust

Compare insights from companies similar to Kanaly Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kanaly Trust

<$5M
1-10
Private
-
1975
MM
Marcella MitchellVice President
<$5M
1-10
Private
-
2020
<$5M
11-50
Private
-
-
JM
Jeff M.Vice President
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kanaly Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kanaly Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kanaly Trust.

Kanaly Trust Tech Stack

A closer look at the technologies used by Kanaly Trust

Kanaly Trust News & Media

Read more news

Top Finance Companies

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, Defiant Capital Group, Core Advisors
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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.