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CND FINANCIAL
33762 Schoolcraft Rd
2nd Floor
Livonia, Michigan 48150
Tel: 734-427-2030
About CND FINANCIAL
CND FINANCIAL, formally registered with the SEC as CND FINANCIAL. The firm was established in 07/28/2021. They have over 2 offices throughout the country.
CND FINANCIAL is a Livonia, Michigan based Financial Planning firm with nearly $154,400,000 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110180 |
| SEC# | 801-121895 |
| Assets Managed by Firm | $154,400,000 |
| No. of Clients | 190 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL PLANNING-CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $154,400,000 |
| Individuals (other than high net worth individuals) | 128 | $48,900,000 |
| High net worth individuals | 62 | $103,000,000 |
| Pension and profit sharing plans | 1 | $2,500,000 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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