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, SEC‑registered registered investment adviser (since 2020) owned by an individual and focused on serving individuals and families. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, and bills clients via a mix of percentage‑of‑AUM fees as well as hourly and fixed fees. Kaydan does not position itself as a capital allocator, is not an active ESG investor, and is not classified as a multi‑state adviser. A non‑investment note: the firm received recognition from Citywire in 2021 as part of its "50 Growers Across America" feature.
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
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents12%
- Exchange Traded Equities6%
- Other1%
Contacts
3 of 6JENNIFER 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 87Active vs passive
$340M in ETFs
84%
$284M
15%
$56M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $32.6M | 166,010 | 9.59% |
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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