Cardinal Capital Management, Inc.

RIASEC RegisteredEst. 2003

Total AUM

$4B

Discretionary

$4B

99% of AUM

Avg account

$386K

Accounts

10,416

Employees

Advisory reps

Firm details

Headquarters: Winnipeg,
CRD number: 124729
Registered since: February 4, 2003
Website: www.cardinal.ca
Custodians: NBIN, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI40.45%
State / Municipal Government21.39%
Individuals21.3%
Corporations / Businesses12.65%
Charitable Organizations2.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cardinal Capital Management, Inc. is an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. The firm has been registered with the SEC since 2003 and charges clients on a percentage-of-assets-under-management basis. Its client mix includes both individuals and families as well as institutional clients. Advisory services listed include financial planning and portfolio management for individuals, small businesses, and institutional entities. The firm identifies as an active ESG investor.