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Building 2KAYDAN WEALTH MANAGEMENT, INC.

Map pinFENTON, MI
Phone(810) 593-1624
NotebookSEC #801-119365
Total AUM
$726.5M
Employees
18
Clients
1,099

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
329 W. SILVER LAKE RD.
FENTON
MI 48430
United States
Operating Hours
8:30A-5:00 PM; SAT & EVE BY APPT
MON THRU FRI 8:30 TO 5:00; SAT & EVE BY APPOINTMEN
Phone
(810) 593-1624
Other Offices
1

ReceiptFinancials

Total AUM
$726.5M
Accounts
2,426
Discretionary
$726.5M
Accounts
2,426
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
741
AUM
$191M
HNW Individual Clients
357
AUM
$528M
Pension/Profit Sharing Plan Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKSLAMINCNHOHSCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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