Candide Group
Candide Group (CRD# 286086) is a financial advisory firm headquartered in Oakland, CA. They manage $212,438,072 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management212MILLION
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$15,174,148
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Candide Group
1
Aner Ben-Ami (CRD# 6739149) is an Investment Advisor Representative working at Candide Group in Oakland, CA and has over 7 years of experience in the finance industry.
2
Morgan Simon (CRD# 6739151) is an Investment Advisor Representative working at Candide Group in Oakland, CA and has over 7 years of experience in the finance industry.
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