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CADENA FINANCIAL PLANNING & TAX SERVICES
CADENA, DANIEL, OWEN
CRD 135892
6540 LUSK BLVD., SUITE C-136C, SAN DIEGO, CA, 92121, United States
Phone
858-437-3836
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.2M
Discretionary AUM
$61.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $18.4M |
| High net worth individuals | 31 | $42.8M |
All web addresses on file
Official SEC filing: View on IAPD