Cadia Private Client, LLC

EST. AUM
$192,533,399

CONTACTS
2

CLIENT ACCOUNTS
487

Firm Details

Metro area North Jersey
CRD Number 337400
Website cadiaprivate.com
Client types

Overview

Cadia Private Client, LLC manages money for individuals and families on a fiduciary basis, providing professional advice and investment management to help clients navigate complex financial matters and life transitions such as retirement, the sale of a business, career changes, or major life events. The firm emphasizes open communication, accountability, and transparency to deliver a high level of service aligned with clients’ core values and long-term vision. Investment advice is offered through Private Advisor Group, a registered investment advisor.

Platform Details

Investment Preferences

Alternative Activity