Yellow Cardinal Corporate Finance, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Hamilton, Ohio
CRD number
135111
Registered since
October 4, 2005

Firm profile

FINTRX

Overview

Yellow Cardinal Corporate Finance, LLC is an SEC-registered limited liability company that appears to operate as an investment bank. The firm registered with the SEC in 2005. Public records identify the owner type as a domestic entity and individual ownership, but the firm has not disclosed detailed business or advisory activities. Available filings also indicate it does not operate as a capital allocator, is not an active ESG investor, does not present itself as a multi-state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Patrick Fitz

    Patrick Fitz

    Investment Banking AssociateCRD 7566649

  • Kevin White

    Kevin White

    Managing DirectorCRD 2796023

  • Stephen Ford

    Stephen Ford

    Managing DirectorCRD 7850701

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hamilton, OH

Butler

Location

Hamilton, OH

Headquartered in Hamilton, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Butler
Address
300 High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth