Investment adviser · CRD 281048

CONFIDANT FINANCIAL SOLUTIONS, LLC

Investment adviser filing (IA)

· Form ADV filed Apr 14, 2016

Regulatory AUM
$15.1M
Form ADV · Item 5.F
Client accounts
93
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Apr 14, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

CRD 281048

Filing source

Form ADV 1010810 · Apr 14, 2016 · 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.