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The Cadez Group, Ltd. (Livonia)


The Cadez Group, Ltd. is an adviser based in Livonia. It manages $47.84 million of regulatory assets for 721 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Michigan and Wisconsin.




The Cadez Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Cadez Group: assets under management

The assets under management (AUM) of The Cadez Group, Ltd. is $47.84 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.42 million in discretionary accounts and $1.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $89.02 thousand.
The Cadez Group has custody of $1.88 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Cadez Group, Ltd. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Livonia

The principal office where The Cadez Group, Ltd. performs its advisory services is located at 17294 Farmington Rd., Livonia, MI 48152, which is also the mailing address of the firm. An additional office of the firm is in Flint, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 734-524-9408 or by fax 734-524-9437. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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