CRD: 147697
Confiance, Financial & Investment Advisors
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2008
- Office Locations
- 1
Office Locations
About Confiance, Financial & Investment Advisors
CONFIANCE, Financial & Investment Advisors is a Cleveland-based RIA delivering financial planning and wealth management through a seven-step, life-goal-driven process built for both traditional and non-traditional objectives. The firm emphasizes fiduciary, relationship-first advice without asset minimums and builds portfolios using ETFs, mutual funds, and fixed income. Custody support includes Charles Schwab and TD Ameritrade.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAMELA SUE SANDY
Chief Executive Officer, FOUNDER
- CRD
- #2173923
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,352,945 | -- |
| Non-Discretionary | $50,300 | -- |
| Total | $31,403,245 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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