Cardinal Point Capital LLC
Cardinal Point Capital LLC (CRD# 141166) is a financial advisory firm headquartered in San Francisco, CA. They manage $110,730,749 in 4 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 Management111MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$27,682,687
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Cardinal Point Capital LLC
No Advisor Found.
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