Cardinal Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 339938
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Cardinal Wealth Management LLC is organized as a limited liability company that offers advisory services aimed at individuals and small businesses. Its stated advisory activities include financial planning, discretionary portfolio management for individual and small-business clients, and the publication of periodicals or newsletters. The firm charges fees through a mix of percentage-of-AUM arrangements as well as hourly, subscription, and fixed-fee structures. Regulatory attributes reported include a domestic ownership structure and a non-multi-state, non-ESG-active posture. The firm is not identified as a capital allocator or a pension consultant in the available data.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Christopher Cardinal
President, AdvisorCRD 8200055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations