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| Cardinal Point Capital Management ULC
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|
|---|---|
| CRD # | 140619 |
| SEC # | 801-66719 |
| CIK # | 0001950841 |
| AUM | $1.6 BB (2024-08-27) |
| Employees | 41 (54% Investors, 0% Brokers) |
| Phone | 866-213-2036 |
| Address | 3280 Bloor Street West, Centre Town Toronto on, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 20.0 | ||
| AAPL | 2,382,844.0 | 6.0 | |
| TSLA | 723,390.3 | 3.2 | |
| GOOG | 1,482,566.4 | 1.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 368 | 166.6 |
| (b) Individuals (high net worth individuals) | 577 | 1,415.2 |
| (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 | 4,274 | 1,581.8 |
| By Discretionary | ||
| Discretionary | 4,247 | 1,557.7 |
| Non-Discretionary | 27 | 24.1 |
| Total | 4,274 | 1,581.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 854.2 | |
| United States Persons | 727.6 | |
| Total | 4,274 | 1,581.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001950841] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vernal Point Advisors LLC
✚
|
CA | 1.6 |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1.6 |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |
|
Diversified Management Inc
✚
|
WI | 1.6 |
|
Consolidated Planning Corporation
✚
|
GA | 1.6 |