Cadence Financial Advisors, LLC
Firm details
- Headquarters
- Allen, Texas
- CRD number
- 141807
- Website
- www.cadenceadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Cadence Financial Advisors, LLC is a privately owned limited liability company that provides fiduciary advisory services with an emphasis on financial planning. The firm bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees. According to the available profile, Cadence does not self-identify as an ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Michael Domingo
FounderCRD 2769898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Allen, TX
Collin
Location
Allen, TX
Headquartered in Allen, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 550 S Watters Rd
- Time zone
- CT (UTC-6)
- Office locations
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