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WALDEN FINANCIAL
DANDURAND FINANCIAL PARTNERS, LLC
CRD 323234
130 N. PROSPECT ST., SUITE A, GRANVILLE, OH, 43023, United States
Phone
614-517-1687
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.8M
Discretionary AUM
$45.4M
Team
3 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $14.9M |
| High net worth individuals | 33 | $37.9M |
All web addresses on file
Official SEC filing: View on IAPD