EXECUTIVE FINANCIAL SERVICES INC
Legal name: CND FINANCIAL
CRD #110180 SEC #801-121895 LIVONIA, MI 734-427-2030
SEC Registered
Total AUM
$180.3M
Discretionary
$177M
Employees
3
Clients
1
Accounts
192
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $180.3M | $177M | $3.3M | 3 | 0 |
| Mar 2025 | $180.3M | $177M | $3.3M | 3 | 0 |
| Mar 2024 | $154.4M | $151.9M | $2.5M | 4 | 0 |
| Jan 2024 | $127.4M | $127.4M | $0 | 4 | 0 |
| Jul 2023 | $127.4M | $127.4M | $0 | 4 | 0 |
| Mar 2023 | $127.4M | $127.4M | $0 | 4 | 0 |
| Mar 2022 | $133.2M | $133.2M | $0 | 4 | 1 |
| Nov 2021 | $125.5M | $125.5M | $0 | 4 | 0 |
| Jun 2021 | $125.5M | $125.5M | $0 | 4 | 0 |
| Jul 2012 | $67M | $65M | $2M | 1 | 200 |
| May 2012 | $65.2M | $63.3M | $1.8M | 1 | 200 |
| Mar 2012 | $65.2M | $63.3M | $1.8M | 1 | 200 |
| Mar 2011 | $72M | $69M | $3M | 5 | -- |
| Nov 2007 | $50M | $34M | $16M | 5 | -- |
| Mar 2007 | $50M | $34M | $16M | 5 | -- |
| Mar 2006 | $43M | $0 | $43M | 5 | -- |
| Sep 2005 | $38M | $0 | $38M | 5 | -- |
| Apr 2004 | $37M | $0 | $37M | 5 | -- |
| Apr 2002 | $39M | $0 | $39M | 5 | -- |
DateDec 2025
Total AUM$180.3M
Discretionary$177M
Non-Disc.$3.3M
Employees3
Clients0
DateMar 2025
Total AUM$180.3M
Discretionary$177M
Non-Disc.$3.3M
Employees3
Clients0
DateMar 2024
Total AUM$154.4M
Discretionary$151.9M
Non-Disc.$2.5M
Employees4
Clients0
DateJan 2024
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees4
Clients1
DateNov 2021
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2012
Total AUM$67M
Discretionary$65M
Non-Disc.$2M
Employees1
Clients200
DateMay 2012
Total AUM$65.2M
Discretionary$63.3M
Non-Disc.$1.8M
Employees1
Clients200
DateMar 2012
Total AUM$65.2M
Discretionary$63.3M
Non-Disc.$1.8M
Employees1
Clients200
DateMar 2011
Total AUM$72M
Discretionary$69M
Non-Disc.$3M
Employees5
Clients--
DateNov 2007
Total AUM$50M
Discretionary$34M
Non-Disc.$16M
Employees5
Clients--
DateMar 2007
Total AUM$50M
Discretionary$34M
Non-Disc.$16M
Employees5
Clients--
DateMar 2006
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateSep 2005
Total AUM$38M
Discretionary$0
Non-Disc.$38M
Employees5
Clients--
DateApr 2004
Total AUM$37M
Discretionary$0
Non-Disc.$37M
Employees5
Clients--
DateApr 2002
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees5
Clients--