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
1721 Broadway, Suite 201, Oakland, CA 94612
https://medium.com/candide-group
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Candide Group
Showing 1 - 2 of 2 top financial advisors.
1
Aner Ben-Ami, financial advisor Oakland CA
Aner Ben-Ami
CRD#: 6739149
1721 Broadway, Suite 201, Oakland, CA 94612

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, financial advisor Oakland CA
Morgan Simon
CRD#: 6739151
1721 Broadway, Suite 201, Oakland, CA 94612

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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