KADEMIAN FINANCIAL GROUP INC

RIASEC Registered
Total AUM
$62.7M
Discretionary
$29.6M
47% of AUM
Avg account
$369K
Accounts
170
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 33%, Exchange Traded Equities 27%, Public Funds/Mutual Funds 16%, US Government Bonds 10%, State & Local Bonds 8%, Investment Grade Corp Bonds 6%33%
  • Cash & Cash Equivalents33%
  • Exchange Traded Equities27%
  • Public Funds/Mutual Funds16%
  • US Government Bonds10%
  • State & Local Bonds8%

Contacts

1 of 1
  • MARSHA KADEMIAN

    Registered RepresentativeCRD 1018201

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth