CADENA FINANCIAL PLANNING & TAX SERVICES

CADENA FINANCIAL PLANNING & TAX SERVICES of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 135892). Regulatory assets under management: $61.2M.

Registration

• CRD: 135892
• Type: Registered investment adviser
• Location: 6540 LUSK BLVD., SUITE C-136C, SAN DIEGO, CA, 92121
• Phone: 858-437-3836
• Latest filing: 2026-01-05
• Regulatory AUM: $61.2M
• Discretionary AUM: $61.2M
• Clients: 1
• Accounts: 184

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135892 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search