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CADENCE PLANNING, LLC
CRD 319663
5205 CHAIRMANS CT, SUITE 204, FREDERICK, MD, 21703, United States
Phone
301-371-5104
Fax
888-897-4080
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $4.3M |
| High net worth individuals | 5 | $7.7M |
Official SEC filing: View on IAPD