Cana Financial Advisors, LLC is an adviser based in Indianapolis. It manages $42.64 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Illinois, Indiana, and Kentucky.
Cana Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cana Financial Advisors, LLC is $42.64 million. The firm's AUM has grown by 80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cana Financial Advisors, LLC 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.
The principal office where Cana Financial Advisors, LLC performs its advisory services is located at 7914 North Shadeland Avenue, Indianapolis, IN 46250 2041, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-578-0041 or by fax 317-578-0951. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.canafinancial.com.