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Md Kresh Financial Services Inc (Hauppauge)


Md Kresh Financial Services Inc is a large advisory firm based in Hauppauge. It manages $42.21 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, New York, and Vermont.

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Md Kresh Financial Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Md Kresh Financial Services: assets under management

The assets under management (AUM) of Md Kresh Financial Services Inc is $42.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Md Kresh Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hauppauge

The principal office where Md Kresh Financial Services Inc performs its advisory services is located at 350 Motor Pkwy, Hauppauge, NY 11788, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-951-9050 or by fax 631-951-9049. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mdkresh.com.


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