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CONFIANCE, FINANCIAL & INVESTMENT ADVISORS
CONFIANCE, LLC
CRD 147697
600 SUPERIOR AVENUE E., SUITE 1300, CLEVELAND, OH, 44114-2654, United States
Phone
866-987-8781
Fax
866-937-8781
Registration
— (—)
Source
State registered
Total AUM
$31.4M
Discretionary AUM
$31.4M
Team
1 total employees; 1 advisory reps; 63 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $30.5M |
All web addresses on file
Official SEC filing: View on IAPD