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CND FINANCIAL
Legal name: EXECUTIVE FINANCIAL SERVICES INC
CRD 110180File 801-121895
APPROVED
Retail clients
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$199.4M
Below cohort median (national)
Discretionary AUM
$195.2M
Non-discretionary $4.3M
Clients
189
189 accounts
Employees
3
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 28, 2021
- Principal office
- 33762 SCHOOLCRAFT RD, 2ND FLOOR, LIVONIA, MI, 48150
- Phone
- 734-427-2030
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $199.4M
- Discretionary AUM
- $195.2M
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 188
- Non-discretionary accounts
- 1
- Total accounts
- 189
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $160.6M |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
| Individuals (other than high net worth individuals) | 115 | $34.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.