Investment adviser · CRD 154769
CANA FINANCIAL ADVISORS
Investment adviser filing (IA)
CANA FINANCIAL ADVISORS, LLC
INDIANAPOLIS, IN, United States · Form ADV filed Jun 13, 2012
- Regulatory AUM
- $42.6M Form ADV · Item 5.F
- Client accounts
- 114 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 13, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
7914 NORTH SHADELAND AVENUE, SUITE 250INDIANAPOLIS, IN, 46250-2041, United States
CRD 154769
Filing source
Form ADV 652683 · Jun 13, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.