Overview
Assets Under Management: $702 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 220
Average Client Assets: $3.1 million
Frequently Asked Questions
CARDAN CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170911), CARDAN CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
CARDAN CAPITAL PARTNERS, LLC is headquartered in DENVER, CO.
CARDAN CAPITAL PARTNERS, LLC serves 220 high-net-worth clients according to their SEC filing dated September 06, 2018. View client details ↓
According to their SEC Form ADV, CARDAN CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CARDAN CAPITAL PARTNERS, LLC manages $702 million in client assets according to their SEC filing dated September 06, 2018.
According to their SEC Form ADV, CARDAN CAPITAL PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.44%
Average Client Assets: $3.1 million
Total Client Accounts: 1,771
Discretionary Accounts: 1,770
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 170911
Filing ID: 1235569
Last Filing Date: 2018-09-06 11:22:00