Overview
Assets Under Management: $149 million
High-Net-Worth Clients: 55
Average Client Assets: $1.9 million
Frequently Asked Questions
CARDENAS ASSET MANAGEMENT, 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 #114943), CARDENAS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CARDENAS ASSET MANAGEMENT, LLC serves 55 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, CARDENAS ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CARDENAS ASSET MANAGEMENT, LLC manages $149 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, CARDENAS ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.04%
Average Client Assets: $1.9 million
Total Client Accounts: 385
Discretionary Accounts: 368
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 114943
Filing ID: 2040107
Last Filing Date: 2026-03-04 11:22:11