Cardinal Wealth Management LLC
RIASEC Registered
Total AUM
$5K
Discretionary
$5K
100% of AUM
Avg account
$5K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339938
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Cardinal Wealth Management LLC is a small, domestic limited liability company that provides financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. The firm charges fees on a percentage-of-AUM basis and also uses hourly, subscription, and fixed-fee arrangements. Cardinal is not set up as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Christopher Cardinal
President, AdvisorCRD 8200055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations