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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CADEZ, DANIEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 2, 2012 REGISTERED
Notice Filings (2)
MI WI
Address
17294 FARMINGTON RD.LIVONIA, MI 48152
United States
Phone: 734-524-9408