Cadenza Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 314193
- Website
- cadenzafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73.07%
- HNWI26.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cadenza Financial Planning is an independent, individually owned LLC that advises individuals and families. The firm focuses on financial planning and portfolio management for individual clients and small businesses, and it also acts as a seller of other financial products. Its fee model is mixed: percentage-of-AUM billing combined with hourly and fixed-fee engagements. The firm’s filings show registrations in California and Nevada and indicate a preference for equity-oriented portfolios; it does not identify as an ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- US Government Bonds23%
- Cash & Cash Equivalents10%
- Other6%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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