Overview
Assets Under Management: $176 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 78
Average Client Assets: $2.1 million
Frequently Asked Questions
CARDINAL POINT WEALTH 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 #151579), CARDINAL POINT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CARDINAL POINT WEALTH MANAGEMENT, LLC is headquartered in IRVINE, CA.
CARDINAL POINT WEALTH MANAGEMENT, LLC serves 78 high-net-worth clients according to their SEC filing dated November 02, 2018. View client details ↓
According to their SEC Form ADV, CARDINAL POINT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CARDINAL POINT WEALTH MANAGEMENT, LLC manages $176 million in client assets according to their SEC filing dated November 02, 2018.
According to their SEC Form ADV, CARDINAL POINT WEALTH MANAGEMENT, 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: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.19%
Average Client Assets: $2.1 million
Total Client Accounts: 302
Discretionary Accounts: 301
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 151579
Filing ID: 1249562
Last Filing Date: 2018-11-02 15:36:00