CANDIDE GROUP

1721 Broadway
Suite 201
Oakland, California 94612
Tel: (510)761-8151

About CANDIDE GROUP

CANDIDE GROUP, formally registered with the SEC as CANDIDE GROUP. The firm was established in 06/18/2020. They have over 1 offices throughout the country.

CANDIDE GROUP is a Oakland, California based Financial Planning firm with nearly $212,438,072 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286086
SEC#	801-118939
Assets Managed by Firm	$212,438,072
No. of Clients	14
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$212,438,072
Individuals (other than high net worth individuals)	4	$6,225,000
Charitable organizations	4	$77,180,969
Corporations or other businesses	4	$53,032,103

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