C
$199.4M Total AUM
$195.2M Disc. AUM
-- 3Y CAGR
3 Employees
189 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2010
- Office Locations
- 1
Office Locations
33762 Schoolcraft 2ND Floor Livonia MI
About CND Financial
CND Financial is a Livonia-based RIA. The firm has been operating for 16 years. Managing $199.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$66.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
14.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
A
ARTHUR RAYMOND COLE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2822685
- Ownership
- 50% but less than 75%
Available
Available
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WILLIAM MACK
Advisor, President, VICE PRESIDENT
- CRD
- #1434254
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,200,000 | $1,038,298 |
| Non-Discretionary | $4,250,000 | $4,250,000 |
| Total | $199,450,000 | $1,055,291 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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