|
Cardinal Point Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 151579 |
| SEC # | 801-110000 |
| CIK # | |
| AUM | $175.1 MM (100% Disc, 98% US) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 866-213-2036 |
| Address | 19200 Von Karman Ave Irvine, CA 92612 |
| Source |
IAPD
Website
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Morris Capital Advisors Inc
✚
|
PA | 0.2 |
|
Hoyle Capital Management Inc
✚
|
CA | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Newbridge Financial Services Group Inc
✚
|
FL | 0.2 |
|
Bluemont Capital Advisors LLC
✚
|
VA | 0.2 |
|
Private Consulting Group Inc
✚
|
OR | 0.2 |
|
ACCI Capital Investments Sgiic SA
✚
|
0.2 |
|
|
Longwood Investment Advisors Inc
✚
|
PA | 0.2 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.2 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.2 |