Kaydan Wealth Management, Inc.
Firm details
- Headquarters
- Fenton, Michigan
- CRD number
- 108964
- Registered since
- August 31, 2020
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.67%
- Individuals26.29%
- Pension & Profit Sharing Plans1.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kaydan Wealth Management, Inc. is an independent registered investment adviser formed before 2020 and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements. Kaydan reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. The firm was recognized by Citywire in 2021 as part of its "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents12%
- Exchange Traded Equities6%
- Other1%
Contacts
3 of 6
Jennifer Slater
Associate Wealth AdvisorCRD 5671666
Mathew Britt
DirectorCRD 5645825
Chase Poulson
Trader & Investment AnalystCRD 7475973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$371M in ETFs
85%
$316M
13%
$55.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $37.2M | 170,649 | 10.01% |
Location
Fenton, MI
Genesee
Location
Fenton, MI
Headquartered in Fenton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Genesee
- Address
- 329 W Silver Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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