Cdfinancial (CRD# 165317) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $10,000,000 in 156 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts156ACCOUNTS
Average Account Value$64,103
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charles Dzama (CRD# 5648374) is an Investment Advisor Representative working at Cdfinancial in Orange, CA and has over 6 years of experience in the finance industry.