Overview
Assets Under Management: $124 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 5
Average Client Assets: $12.6 million
Frequently Asked Questions
CANDIDE GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286086), CANDIDE GROUP is subject to fiduciary duty under federal law.
CANDIDE GROUP is headquartered in OAKLAND, CA.
CANDIDE GROUP serves 5 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CANDIDE GROUP offers portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
CANDIDE GROUP manages $124 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CANDIDE GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.18%
Average Client Assets: $12.6 million
Total Client Accounts: 16
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 286086
Filing ID: 2082272
Last Filing Date: 2026-03-31 18:27:28