Cadenza Financial Planning
Cadenza Financial Planning (CRD# 314193) is a financial advisory firm headquartered in , . They manage $2,375,871 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cadenza Financial Planning
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$118,794
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Cadenza Financial Planning
1
J Keffury (CRD# 6056262) is an Investment Advisor Representative working at Cadenza Financial Planning in Henderson, NV and has over 11 years of experience in the finance industry.
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