MDK FINANCIAL GROUP, INC.
CRD #116334 SEC #801-67127 HOUSTON, TX 713-665-3880
SEC Registered Disclosures
Total AUM
$187.9M
Discretionary
$176M
Employees
1
Clients
251
Accounts
698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $187.9M | $176M | $12M | 1 | 0 |
| Feb 2021 | $276.1M | $253.2M | $22.9M | 1 | 0 |
| Jun 2020 | $223.1M | $202.2M | $20.9M | 1 | 0 |
| Mar 2020 | $223.1M | $202.2M | $20.9M | 1 | 0 |
| Mar 2020 | $223.1M | $202.2M | $20.9M | 1 | 0 |
| Mar 2019 | $182.6M | $161.7M | $21M | 1 | 0 |
| Mar 2018 | $199M | $83.9M | $115M | 1 | 0 |
| Sep 2017 | $173.8M | $37.2M | $136.7M | 1 | 400 |
| Mar 2017 | $173.8M | $37.2M | $136.7M | 1 | 400 |
| May 2016 | $166.3M | $0 | $166.3M | 1 | 400 |
| Mar 2016 | $166.3M | $0 | $166.3M | 1 | 400 |
| Mar 2016 | $166.3M | $0 | $166.3M | 1 | 400 |
| Mar 2015 | $170M | $0 | $170M | 1 | 300 |
| Mar 2014 | $133M | $0 | $133M | 1 | 300 |
| Nov 2013 | $114M | $0 | $114M | 1 | 500 |
| Mar 2013 | $114M | $0 | $114M | 1 | 500 |
| Mar 2013 | $114M | $0 | $114M | 1 | 300 |
| Mar 2012 | $95.2M | $0 | $95.2M | 1 | 300 |
| Apr 2011 | $89M | $0 | $89M | 5 | -- |
| Mar 2009 | $53M | $0 | $53M | 5 | -- |
| Mar 2007 | $42M | $0 | $42M | 5 | -- |
| Oct 2001 | $5M | $0 | $5M | 5 | -- |
| Oct 2001 | $5M | $0 | $5M | 5 | -- |
| Oct 2001 | $5M | $0 | $5M | 5 | -- |
| Oct 2001 | $5M | $0 | $5M | 5 | -- |
DateSep 2021
Total AUM$187.9M
Discretionary$176M
Non-Disc.$12M
Employees1
Clients0
DateFeb 2021
Total AUM$276.1M
Discretionary$253.2M
Non-Disc.$22.9M
Employees1
Clients0
DateJun 2020
Total AUM$223.1M
Discretionary$202.2M
Non-Disc.$20.9M
Employees1
Clients0
DateMar 2020
Total AUM$223.1M
Discretionary$202.2M
Non-Disc.$20.9M
Employees1
Clients0
DateMar 2020
Total AUM$223.1M
Discretionary$202.2M
Non-Disc.$20.9M
Employees1
Clients0
DateMar 2019
Total AUM$182.6M
Discretionary$161.7M
Non-Disc.$21M
Employees1
Clients0
DateMar 2018
Total AUM$199M
Discretionary$83.9M
Non-Disc.$115M
Employees1
Clients0
DateSep 2017
Total AUM$173.8M
Discretionary$37.2M
Non-Disc.$136.7M
Employees1
Clients400
DateMar 2017
Total AUM$173.8M
Discretionary$37.2M
Non-Disc.$136.7M
Employees1
Clients400
DateMay 2016
Total AUM$166.3M
Discretionary$0
Non-Disc.$166.3M
Employees1
Clients400
DateMar 2016
Total AUM$166.3M
Discretionary$0
Non-Disc.$166.3M
Employees1
Clients400
DateMar 2016
Total AUM$166.3M
Discretionary$0
Non-Disc.$166.3M
Employees1
Clients400
DateMar 2015
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees1
Clients300
DateMar 2014
Total AUM$133M
Discretionary$0
Non-Disc.$133M
Employees1
Clients300
DateNov 2013
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees1
Clients500
DateMar 2013
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees1
Clients500
DateMar 2013
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees1
Clients300
DateMar 2012
Total AUM$95.2M
Discretionary$0
Non-Disc.$95.2M
Employees1
Clients300
DateApr 2011
Total AUM$89M
Discretionary$0
Non-Disc.$89M
Employees5
Clients--
DateMar 2009
Total AUM$53M
Discretionary$0
Non-Disc.$53M
Employees5
Clients--
DateMar 2007
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateOct 2001
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--
DateOct 2001
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--
DateOct 2001
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--
DateOct 2001
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--