CONFIANCE, FINANCIAL & INVESTMENT ADVISORS

CONFIANCE, FINANCIAL & INVESTMENT ADVISORS of CLEVELAND, OH is an SEC-registered investment adviser (CRD 147697). Regulatory assets under management: $31.4M.

Registration

• CRD: 147697
• Type: Registered investment adviser
• Location: 600 SUPERIOR AVENUE E., CLEVELAND, OH, 44114-2654
• Phone: 866-987-8781
• Latest filing: 2026-03-05
• Regulatory AUM: $31.4M
• Discretionary AUM: $31.4M
• Non-discretionary AUM: $50K
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, 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 147697 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search