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James Brendan Kruzan

KAYDAN WEALTH MANAGEMENT, INC.·FENTON, Michigan
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329 W. SILVER LAKE RD., FENTON, MI 48430CRD# 1094690Firm CRD# 108964
01

About

James Brendan Kruzan is a registered financial advisor based in FENTON, Michigan, affiliated with KAYDAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KAYDAN WEALTH MANAGEMENT, INC.
KAYDAN WEALTH MANAGEMENT, INC.
AUM
$626M
Regulatory assets under management
Employees
17
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1094690
Firm CRD# 108964
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Brendan Kruzan offer?
James Brendan Kruzan specializes in Financial Planning, Investment Management. Contact their office in FENTON, Michigan for a consultation.
What are James Brendan Kruzan's credentials?
James Brendan Kruzan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Brendan Kruzan located?
James Brendan Kruzan is based in FENTON, Michigan, working with KAYDAN WEALTH MANAGEMENT, INC.. Their office serves clients in the FENTON metropolitan area and surrounding communities.
How does James Brendan Kruzan charge for services?
James Brendan Kruzan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAYDAN WEALTH MANAGEMENT, INC.?
KAYDAN WEALTH MANAGEMENT, INC. has approximately 17 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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