Cnd Financial
Cnd Financial is an SEC-registered wealth manager in Livonia, MI with $199.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Cnd Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110180, SEC 801-121895, data through 2026-03-28.
- AUM (assets under management / regulatory AUM)
- $199.4M (2026-03-28)
- Firm type
- Wealth Manager
- Location
- Livonia, MI
- Employees
- 3
- Clients
- 189
- CRD
- 110180
- Ownership
- NEWTON, RICHARD, PERCY; COLE, ARTHUR, RAYMOND; MACK, WILLIAM; BUGENSKI, THEODORE, KARL; DURAN, KENNETH, GEORGE
How much AUM does Cnd Financial have?
Cnd Financial reported $199.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-28).
Who owns Cnd Financial?
Disclosed owners and executives of Cnd Financial include NEWTON, RICHARD, PERCY, COLE, ARTHUR, RAYMOND, MACK, WILLIAM, BUGENSKI, THEODORE, KARL, DURAN, KENNETH, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.