Cardinal Investments, Inc.
Firm details
- Headquarters
- Columbia, Illinois
- CRD number
- 36838
- Registered since
- October 17, 1994
Firm profile
FINTRXOverview
Cardinal Investments, Inc. is a privately held corporate adviser that has been SEC-registered since 1994. The firm’s ownership is listed as individual, and FINTRX classifies it as unclassified rather than under a standard RIA subcategory. The dataset indicates Cardinal is not a multi-state adviser, not a capital allocator, and not labeled an active ESG investor. There are no entries in the source for the firm’s stated business activities, advisory services, fee structure, or client segments.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Jeffrey Heet
PresidentCRD 1192160
Mary Heet
SecretaryCRD 2515095
Barbara Jean Heet
DirectorCRD 2515094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbia, IL
Monroe
Location
Columbia, IL
Headquartered in Columbia, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Monroe
- Address
- 3512 Sweet Briar Ln
- Time zone
- CT (UTC-6)
- Office locations
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