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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cardinal Retirement Planning Inc
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|---|---|
| CRD # | 166545 |
| SEC # | 801-132974 |
| CIK # | |
| AUM | $111.0 M (2025-06-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 919-439-2114 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 22.0 |
| (b) Individuals (high net worth individuals) | 23 | 59.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 29.2 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 111.0 |
| By Discretionary | ||
| Discretionary | 229 | 108.8 |
| Non-Discretionary | 2 | 2.3 |
| Total | 231 | 111.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.0 | |
| Total | 231 | 111.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Hajdari Group LLC
✚
|
NY | 0.1 |
|
Skyline Financial Northwest Inc
✚
|
OR | 0.1 |
|
Pacific Coast Investment Advisors LLC
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|
OR | 0.1 |
|
Oxley Harry KEIR
✚
|
CA | 0.1 |
|
Connective Portfolio Management LLC
✚
|
NY | 0.1 |
|
Sullivan Financial LLC
✚
|
CT | 0.1 |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 0.1 |
|
Procore Advisors LLC
✚
|
CA | 0.1 |
|
Paragon Asset Management Inc
✚
|
CA | 0.1 |
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |