MKD WEALTH COACHES, LLC
Adviser information for MKD WEALTH COACHES, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,042 | $347.9M |
| Non-Discretionary | 49 | $11.8M |
| Total | 1,091 | $359.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 124 | $45.7M |
| HNW Individuals | 124 | $310.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $3.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 11 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-68330 |
|---|---|
| SEC ERA File Number | 801-68330 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144994 |
| Legal Entity Identifier | None |
Principal Office
1301 W. LONG LAKE ROADSUITE 210
TROY
MI
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 248-418-5100, Fax: 248-418-5105
Chief Compliance Officer
TIM MROCK
DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER
1301 W. LONG LAKE ROAD
SUITE 210
TROY
MI
United States
Tel:
(248) 418-5100
Fax:
(248) 418-5105
T**@*****************M
(Full email address available in API data)
Industry Affiliates
| LAW OFFICES OF JOHN M. DANKOVICH | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MACKEY, JOSEPH, EDGAR | Individual | – | MEMBER | 12/2006 | 25-50% |
| DANKOVICH, JOHN, MICHAEL | Individual | – | MEMBER | 10/2012 | 25-50% |
| BOHANNON, NATHAN, MARK | Individual | – | MEMBER, CHIEF OPERATIONS OFFICER | 01/2016 | 25-50% |
| MROCK, TIMOTHY, DENNIS | Individual | – | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | 01/2019 | < 5% |