THE CADEZ GROUP, LTD.
Legal name: ADVANCED FINANCIAL PLANNING
CRD #116896 SEC #801-67765 LIVONIA, MI 734-524-9408
SEC Registered Private Funds
Total AUM
$47.8M
Discretionary
$46.4M
Employees
1
Clients
26
Accounts
721
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2012 | $47.8M | $46.4M | $1.4M | 1 | 468 |
| Sep 2012 | $47.7M | $46.3M | $1.4M | 1 | 466 |
| May 2012 | $47.7M | $46.3M | $1.4M | 1 | 466 |
| Nov 2011 | $32.5M | $32.4M | $102.4K | 1 | 251 |
| Mar 2011 | $32.5M | $32.4M | $102.4K | 5 | -- |
| Mar 2011 | $32.5M | $32.4M | $102.4K | 5 | -- |
| Mar 2010 | $39.2M | $39.1M | $113.5K | 5 | -- |
| Mar 2010 | $39.2M | $39.1M | $113.5K | 5 | -- |
| Jun 2009 | $39.2M | $113.5K | $39.1M | 5 | -- |
| Mar 2008 | $52.5M | $52.4M | $135.9K | 5 | -- |
| Apr 2007 | $38.4M | $37.2M | $1.3M | 5 | -- |
| Apr 2007 | $38.4M | $37.2M | $1.3M | 5 | -- |
| Mar 2007 | $38.4M | $37.2M | $1.3M | 5 | -- |
| Mar 2007 | $38.4M | $37.2M | $1.3M | 5 | -- |
DateOct 2012
Total AUM$47.8M
Discretionary$46.4M
Non-Disc.$1.4M
Employees1
Clients468
DateSep 2012
Total AUM$47.7M
Discretionary$46.3M
Non-Disc.$1.4M
Employees1
Clients466
DateMay 2012
Total AUM$47.7M
Discretionary$46.3M
Non-Disc.$1.4M
Employees1
Clients466
DateNov 2011
Total AUM$32.5M
Discretionary$32.4M
Non-Disc.$102.4K
Employees1
Clients251
DateMar 2011
Total AUM$32.5M
Discretionary$32.4M
Non-Disc.$102.4K
Employees5
Clients--
DateMar 2011
Total AUM$32.5M
Discretionary$32.4M
Non-Disc.$102.4K
Employees5
Clients--
DateMar 2010
Total AUM$39.2M
Discretionary$39.1M
Non-Disc.$113.5K
Employees5
Clients--
DateMar 2010
Total AUM$39.2M
Discretionary$39.1M
Non-Disc.$113.5K
Employees5
Clients--
DateJun 2009
Total AUM$39.2M
Discretionary$113.5K
Non-Disc.$39.1M
Employees5
Clients--
DateMar 2008
Total AUM$52.5M
Discretionary$52.4M
Non-Disc.$135.9K
Employees5
Clients--
DateApr 2007
Total AUM$38.4M
Discretionary$37.2M
Non-Disc.$1.3M
Employees5
Clients--
DateApr 2007
Total AUM$38.4M
Discretionary$37.2M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2007
Total AUM$38.4M
Discretionary$37.2M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2007
Total AUM$38.4M
Discretionary$37.2M
Non-Disc.$1.3M
Employees5
Clients--