CANDOR STRATEGIC PARTNERS LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 334832
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Candor Strategic Partners LLC operates as a limited liability company, focusing on financial planning services and portfolio management for individuals and small businesses. The firm emphasizes personalized investment strategies tailored to the unique needs of its clients. While it does not actively pursue ESG investments, Candor Strategic Partners is committed to providing comprehensive financial guidance and investment management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1JAMES DEWEESE
Owner & CCOCRD 5288013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 401 NW 1st Ave
- Time zone
- ET (UTC-5)
- Office locations
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