CARDINAL FINANCIAL CONSULTANTS, LLC
Firm details
- Headquarters
- OKEMOS, Michigan
- CRD number
- 147918
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI73.83%
- Individuals26.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cardinal Financial Consultants, LLC is a small, owner-operated advisory and insurance business focused on individual and family clients. The firm combines portfolio management for individuals and small businesses with brokerage and insurance distribution; its revenue model includes both a percentage-of-AUM fee and commission-based compensation. Cardinal does not identify as an active ESG investor, does not operate as a multistate adviser, and is not characterized as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other39%
- Cash & Cash Equivalents21%
- Exchange Traded Equities20%
- US Government Bonds16%
- Derivatives4%
Contacts
1 of 1Thomas Repaskey
PresidentCRD 1101868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKEMOS, MI
INGHAM
Location
OKEMOS, MI
Headquartered in OKEMOS, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- INGHAM
- Address
- 4295 Okemos Rd
- Time zone
- ET (UTC-5)
- Office locations
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