Cdfinancial

Cdfinancial (CRD# 165317) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $57,000,000 in 532 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $107,143
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NV, TX

Financial Advisors at Cdfinancial
Showing 1 - 1 of 1 top financial advisors.
1
Charles J. Dzama
CRD#: 5648374
30270 Rancho Viejo Rd, Suite D, San Juan Capistrano, CA 92675

Charles Dzama (CRD# 5648374) is an Investment Advisor Representative working at Cdfinancial in San Juan Capistrano, CA and has over 11 years of experience in the finance industry.

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