Overview
Assets Under Management: $2.2 billion
High-Net-Worth Clients: 1,031
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,031
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,840
Discretionary Accounts: 4,802
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 140619
Filing ID: 1993401
Last Filing Date: 2025-06-23 17:45:00
Website: https://cardinalpointwealth.com