CONFIDANT FINANCIAL SOLUTIONS, LLC

CONFIDANT FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 281048). Regulatory assets under management: $42.0M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
ROBINSON GERALD WILLIAMMEMBER, CHIEF COMPLIANCE OFFICER
RATHBUN THOMAS HARRYMEMBER, CHIEF COMPLIANCE OFFICER

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