CANA FINANCIAL ADVISORS, LLC
Legal name: CANA FINANCIAL ADVISORS
CRD #154769 SEC #801-71882 INDIANAPOLIS, IN 317-578-0041
SEC Registered Disclosures
Total AUM
$42.6M
Discretionary
$39M
Employees
1
Clients
26
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $42.6M | $39M | $3.7M | 1 | 11 |
| Apr 2012 | $42.6M | $39M | $3.7M | 1 | 11 |
| Mar 2012 | $42.6M | $39M | $3.7M | 1 | 11 |
| Feb 2011 | $39.9M | $35.2M | $4.7M | 5 | -- |
| Oct 2010 | $23.8M | $23M | $750K | 5 | -- |
| Sep 2010 | $23.8M | $23M | $750K | 5 | -- |
DateJun 2012
Total AUM$42.6M
Discretionary$39M
Non-Disc.$3.7M
Employees1
Clients11
DateApr 2012
Total AUM$42.6M
Discretionary$39M
Non-Disc.$3.7M
Employees1
Clients11
DateMar 2012
Total AUM$42.6M
Discretionary$39M
Non-Disc.$3.7M
Employees1
Clients11
DateFeb 2011
Total AUM$39.9M
Discretionary$35.2M
Non-Disc.$4.7M
Employees5
Clients--
DateOct 2010
Total AUM$23.8M
Discretionary$23M
Non-Disc.$750K
Employees5
Clients--
DateSep 2010
Total AUM$23.8M
Discretionary$23M
Non-Disc.$750K
Employees5
Clients--