RIA Intelligence

MDK FINANCIAL GROUP, INC.

CRD #316876 SEC #801-122791 HOUSTON, TX 713-665-3880
SEC Registered
Total AUM
$146.2M
Discretionary
$135.7M
Employees
1
Clients
251
Accounts
512

AUM Over Time

DateMar 2023
Total AUM$146.2M
Discretionary$135.7M
Non-Disc.$10.5M
Employees1
Clients0
DateNov 2022
Total AUM$288.7M
Discretionary$270.4M
Non-Disc.$18.3M
Employees1
Clients0
DateJun 2022
Total AUM$288.7M
Discretionary$270.4M
Non-Disc.$18.3M
Employees1
Clients0
DateMar 2022
Total AUM$288.7M
Discretionary$270.4M
Non-Disc.$18.3M
Employees1
Clients0
DateNov 2021
Total AUM$187.9M
Discretionary$176M
Non-Disc.$12M
Employees1
Clients0