1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CADRE FINANCIAL SERVICES, INC.

Map pinRONKONKOMA, NY
Phone1-800-221-4524
NotebookSEC #801-50048
Total AUM
$3.7B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
905 MARCONI AVE
RONKONKOMA
NY 11779-7255
USA
Operating Hours
8:00 AM TO 6:00 PM
Monday - Friday
Phone
1-800-221-4524

ReceiptFinancials

Total AUM
$3.7B
Accounts
21
Discretionary
$3.5B
Accounts
16
Non-Discretionary
$194.5M
Accounts
5

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account