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CND FINANCIAL
EXECUTIVE FINANCIAL SERVICES INC
CRD 110180 · SEC 801-121895
33762 SCHOOLCRAFT RD, 2ND FLOOR, LIVONIA, MI, 48150, United States
Phone
734-427-2030
Fax
734-427-3004
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.4M
Discretionary AUM
$195.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFINANCIAL PLANNING-CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $34.6M |
| High net worth individuals | 73 | $160.6M |
| Pension/profit sharing plans | 1 | $4.3M |
States served
MI, TX, FL
Official SEC filing: View on IAPD