← Back to searchVisit website
CDFINANCIAL
CD FINANCIAL LLC
CRD 165317
30270 RANCHO VIEJO RD, SUITE D, SAN JUAN CAPISTRANO, CA, 92675-1556, United States
Phone
949-359-5100
Fax
949-359-5099
Registration
— (—)
Source
State registered
Total AUM
$86.2M
Discretionary AUM
$86.2M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $70.3M |
| High net worth individuals | 14 | $15.9M |
All web addresses on file
Official SEC filing: View on IAPD