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KAYDAN WEALTH MANAGEMENT, INC.
329 W. Silver Lake Rd.
Fenton, Michigan 48430
Tel: (810) 593-1624
About KAYDAN WEALTH MANAGEMENT, INC.
KAYDAN WEALTH MANAGEMENT, INC, formally registered with the SEC as KAYDAN WEALTH MANAGEMENT, INC. The firm was established in 08/31/2020. They have over 2 offices throughout the country.
KAYDAN WEALTH MANAGEMENT, INC. is a Fenton, Michigan based Financial Planning firm with nearly $625,642,972 assets under management, offering retirement planning & investment advisory services to 1064 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108964 |
| SEC# | 801-119365 |
| Assets Managed by Firm | $625,642,972 |
| No. of Clients | 1064 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1064 | $625,642,972 |
| Individuals (other than high net worth individuals) | 893 | $208,123,569 |
| High net worth individuals | 171 | $409,140,986 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,378,417 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
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