Confiance, Financial & Investment Advisors

Confiance, Financial & Investment Advisors (CRD# 147697) is a financial advisory firm headquartered in Cleveland, OH. They manage $24,986,000 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
600 Superior Avenue E., Suite 1300, Cleveland, OH 44114
https://www.confiance-llc.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $190,733
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Confiance, Financial & Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Pamela Sandy, financial advisor Cleveland OH
Pamela S. Sandy
CRD#: 2173923
600 Superior Avenue E., Suite 1300, Cleveland, OH 44114

Pamela Sandy (CRD# 2173923) is an Investment Advisor Representative working at Confiance, Financial & Investment Advisors in Cleveland, OH and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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