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CANDIDE GROUP, LLC
CANDIDE GROUP, LLC
CANDIDE GROUP
OAKLAND, California
·
4 registered advisors
·
CRD# 286086
SEC# 801-118939
0
(510)761-8151
01
Firm Overview
AUM
$212M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at CANDIDE GROUP, LLC
4 registered advisors
Aner Ben-Ami
OAKLAND, California
CRD# 6739149
George Earl Ashton
OAKLAND, California
CRD# 2904292
Hope Lynee Newsome
OAKLAND, California
CRD# 3267142
Morgan Simon
OAKLAND, California
CRD# 6739151
05
Office Locations
OAKLAND, California
4 advisors
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Data sourced from SEC Form ADV filings. CANDIDE GROUP, LLC (CRD# 286086) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.