Overview
Assets Under Management: $22 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 16
Average Client Assets: $1.3 million
Frequently Asked Questions
CARDEA CAPITAL GROUP, INC. 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 #311932), CARDEA CAPITAL GROUP, INC. is subject to fiduciary duty under federal law.
CARDEA CAPITAL GROUP, INC. is headquartered in ATLANTA, GA.
CARDEA CAPITAL GROUP, INC. serves 16 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, CARDEA CAPITAL GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CARDEA CAPITAL GROUP, INC. manages $22 million in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, CARDEA CAPITAL GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.46%
Average Client Assets: $1.3 million
Total Client Accounts: 28
Discretionary Accounts: 25
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 311932
Filing ID: 1861218
Last Filing Date: 2024-03-30 16:56:00