Cardinal Point Wealth Management LLC

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Assets, Funds, Holdings

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Cardinal Point Wealth Management LLC
CRD #151579
SEC #801-110000
CIK #
AUM $175.1 MM (100% Disc, 98% US)
Employees16 (69% Investors, 0% Brokers)
Phone866-213-2036
Address19200 Von Karman Ave
Irvine, CA 92612
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Related Firms State AUM ($BB)
Cardinal Point Capital Management Inc
0.2
Cardinal Point Wealth Management LLC
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0.2
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