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M.D. Kresh Financial Services, Inc. (Islandia)


M.D. Kresh Financial Services, Inc. is a large advisory firm based in Islandia. It manages $50.25 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, New Hampshire, and New York.

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M.D. Kresh Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

M.D. Kresh Financial Services: assets under management

The assets under management (AUM) of M.D. Kresh Financial Services, Inc. is $50.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.55 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M.D. 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 Islandia

The principal office where M.D. Kresh Financial Services, Inc. performs its advisory services is located at 1377 Motor Pkwy, Islandia, NY 11749, 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 631-232-9170 or by fax 631-232-9175. The normal business hours are 9:00 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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