C
CRD: 319663
Cadence Planning, LLC
Frederick, MD, 21703
3013715104
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-06-2022
- Office Locations
- 1
Office Locations
5205 Chairmans CT Suite 204 Frederick MD
About Cadence Planning, LLC
Cadence Planning, LLC is a Frederick-based RIA. The firm has been operating for 3 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$800.1K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Timber
Investment Themes
Horizon
Investment Vehicles
Summit frontier
Services
Value North Vector signal Matrix ember
Owner & Executives
M
Matthew Peter Lincoln
Chairman, Managing Member
- CRD
- #7526176
- Ownership
- 75% or more
(598) 731-1972
foundation.summit@frontiercapital.com
in linkedin.com/in/pathway-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,001,493 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,001,493 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,001,493
Public Funds:
35.9% Cash:
20.3% U.S. Government/Agency:
21.0% Equity - Exchange:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,546,069,376 | 35.9% |
| Cash | $1,439,699,397 | 20.3% |
| U.S. Government/Agency | $1,489,344,203 | 21.0% |
| Equity - Exchange | $1,617,002,278 | 22.8% |
| Total | $7,092,115,254 | 100.0% |