Cdk Investment Management LLC is a large advisory firm based in Baltimore. It manages $1.9 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.
Cdk Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cdk Investment Management LLC is $1.9 billion. The firm's AUM has grown by 6027% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cdk Investment Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cdk Investment Management LLC performs its advisory services is located at 901 South Bond Street, Baltimore, MD 21231, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-537-5400 or by fax 410-537-6486. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.