KADEMIAN FINANCIAL GROUP INC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 109459
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.92%
- Individuals39.08%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kademian Financial Group Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm focuses on serving individuals and families, offering portfolio management for retail and small-business clients alongside selection-of-other-advisers services and pension consulting. It also maintains broker-dealer and insurance-broker activities, so its client servicing spans advisory and transactional channels. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. FINTRX flags the firm as a capital allocator, but it is not identified as an active ESG investor.
Assets & Accounts
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
Asset composition
- Cash & Cash Equivalents33%
- Exchange Traded Equities27%
- Public Funds/Mutual Funds16%
- US Government Bonds10%
- State & Local Bonds8%
Contacts
1 of 1MARSHA KADEMIAN
Registered RepresentativeCRD 1018201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 330 E Kilbourn Ave
- Time zone
- CT (UTC-6)
- Office locations
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