Confidant Financial Solutions, LLC
Confidant Financial Solutions, LLC is an SEC-registered ria with $15.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Confidant Financial Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281048, data through 2016-04-14.
- AUM (assets under management / regulatory AUM)
- $15.1M (2016-04-14)
- Firm type
- Ria
- Employees
- 1
- CRD
- 281048
- Ownership
- ROBINSON, ROBERT, WILLIAM; RATHBUN, THOMAS, HARRY
How much AUM does Confidant Financial Solutions, LLC have?
Confidant Financial Solutions, LLC reported $15.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2016-04-14).
Who owns Confidant Financial Solutions, LLC?
Disclosed owners and executives of Confidant Financial Solutions, LLC include ROBINSON, ROBERT, WILLIAM, RATHBUN, THOMAS, HARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.