Cardinal Planning Group
Cardinal Planning Group (CRD# 165791) is a financial advisory firm headquartered in Lakewood, CO. They manage $68,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$68,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Cardinal Planning Group
1
Mark Boatright (CRD# 1212499) is an Investment Advisor Representative working at Cardinal Planning Group in Lakewood, CO and has over 40 years of experience in the finance industry.
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