Kdt Advisors, LLC

$210.4MAssets under management
as of Jun 2026 · SEC Form ADV
Princeton, NJ
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Tech stack

No one at Kdt Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Kdt Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $99M held · filed Oct 2024
Safra Securities LLC
Per Form ADV · $20M held · filed Oct 2024
Performance Reporting