Cadre Financial Services Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Cadre Financial Services Inc ✚
CRD #	107299
SEC #	801-50048
CIK #
AUM
Employees
Phone	800-221-4524
Address	905 Marconi Ave Ronkonkoma, NY 11779-7255
Source	[IAPD] [Website]

Total AUM ($B) Copy

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	30	4.0
By Discretionary
Discretionary	28	4.0
Non-Discretionary	2	0.0
Total	30	4.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		4.0
Total	30	4.0

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