|
⚲
|
| Cardinal Point Capital Management ULC
✚
|
|
|---|---|
| CRD # | 140619 |
| SEC # | 801-66719 |
| CIK # | 0001950841 |
| AUM | $2.2 B (2025-06-23) |
| Employees | 43 (42% Investors, 0% Brokers) |
| Phone | 866-213-2036 |
| Address | 3280 Bloor Street West, Centre Tower Toronto on, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 48.7 | ||
| Royal Bank of Canada | 26.7 | ||
| Johnson & Johnson | 23.2 | ||
| Toronto Dominion Bank | 22.5 | ||
| Alphabet Inc | 21.6 | ||
| Bank of Montreal /Can/ | 20.2 | ||
| iShares Comex Gold Trust | 19.1 | ||
| J P Morgan Chase & Co | 17.7 | ||
| Wal Mart Stores Inc | 16.3 | ||
| Cisco Systems Inc | 15.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 428 | 0.2 |
| (b) Individuals (high net worth individuals) | 754 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,840 | 2.2 |
| By Discretionary | ||
| Discretionary | 4,802 | 2.2 |
| Non-Discretionary | 38 | 0.0 |
| Total | 4,840 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 0.9 | |
| Total | 4,840 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950841] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quantum Advisors Private Limited
✚
|
2.3 | |
|
Sawgrass Asset Management LLC
✚
|
FL | 2.3 |
|
Mission Prime LLC
✚
|
PR | 2.3 |
|
Icon Wealth Advisors LLC
✚
|
TX | 2.3 |
|
Alken Asset Management Ltd
✚
|
2.2 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 2.2 |
|
First Endowment Development Corp
✚
|
TX | 2.2 |
|
IPEX Inc
✚
|
MI | 2.2 |
|
Sandhill Capital Partners LLC
✚
|
NY | 2.2 |
|
Resonant Capital Advisors LLC
✚
|
WI | 2.2 |