K
CRD: 109459
Kademian Financial Group INC
Milwaukee, WI, 53202
4142899925
$62.7M Total AUM
$29.6M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
26 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2000
- Office Locations
- 1
Office Locations
111 East Kilbourn Avenue Suite 1850 Milwaukee WI
About Kademian Financial Group INC
Kademian Financial Group INC is a Milwaukee-based RIA. The firm has been operating for 26 years. Managing $62.7M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$62.7M AVG AUM / ADVISOR
$368.8K AVG AUM / CLIENT
26.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Matrix
Investment Themes
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Investment Vehicles
Unison pioneer
Platform
North
Services
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Owner & Executives
MARSHA ANN KADEMIAN
Chief Compliance Officer, President
- CRD
- #1018201
- Ownership
- 75% or more
(695) 267-5104
pioneer.horizon@matrixcapital.com
in linkedin.com/in/meridian-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,608,181 | $165,499 |
| Non-Discretionary | $33,090,361 | $196,792 |
| Total | $62,698,542 | $184,675 |
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Separately Managed Accounts
Total SMA Asset: $62,698,542
Cash:
13.1% Equity - Exchange:
14.9% Public Funds:
17.4% U.S. Government/Agency:
6.3% Municipal Bonds:
21.0% Corporate - Investment Grade:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $157,440,405 | 13.1% |
| Equity - Exchange | $179,073,438 | 14.9% |
| Public Funds | $209,119,317 | 17.4% |
| U.S. Government/Agency | $75,715,615 | 6.3% |
| Municipal Bonds | $252,385,382 | 21.0% |
| Corporate - Investment Grade | $328,100,996 | 27.3% |
| Total | $1,201,835,153 | 100.0% |