CFD Provides Recruiting Update, Adds $300M in AUA

RIA and brokerage firm CFD Companies added $300M in AUA to its over $7B in total serviced assets after it made new recruitments in the last two quarters.

In a press release, the Kokomo, IN-based firm said it enlisted the affiliation of several financial professionals transitioning from competitors, though it did not name the new advisors or their prior affiliations. CFD President Brent Owens said the firm is “achieving record levels of production across the board, from gross revenue to assets under advisement and beyond.”

CFD Companies said it serves approximately 150 financial advisors across the US.

Source: https://www.prnewswire.com/news-releases/cfd-companies-announce-300m-in-new-aua-increased-partnership-with-kingdom-advisors-302317107.html