Cardinal Point Wealth Management LLC

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Cardinal Point Wealth Management LLC
CRD #151579
SEC #801-110000
CIK #
AUM $566.3 MM (98% Disc, 93% US, 2021-03-12)
Employees 26 (65% Investors, 0% Brokers)
Phone866-213-2036
Address19200 von Karman Ave
Irvine, CA 92612
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002008201220172022
Related Firms State AUM ($BB)
Cardinal Point Wealth Management LLC
CA 0.6
Cardinal Point Capital Management Inc
0.3
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