Cardinal Point Capital Management, Ulc

Cardinal Point Capital Management, Ulc (CRD# 140619) is a financial advisory firm headquartered in Toronto, On, . They manage $1,440,427,266 in 4,041 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,440
    MILLION
  • Total Number of Accounts
    4,041
    ACCOUNTS
  • Average Account Value
    $356,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MI, MO, NC, NH, NJ, NV, PA, SC, TX, VA, WA

Financial Advisors at Cardinal Point Capital Management, Ulc
Showing 1 - 10 of 20 top financial advisors.
1
Jeffrey A. Adema
CRD#: 5730730
19200 Von Karman Ave, Suite 618, Irvine, CA 92612

Jeffrey Adema (CRD# 5730730) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Irvine, CA and has over 13 years of experience in the finance industry.

2
Matthew J. Carvalho
CRD#: 4669730
19200 Von Karman Ave, Suite 618, Irvine, CA 92612

Matthew Carvalho (CRD# 4669730) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Irvine, CA and has over 20 years of experience in the finance industry.

3
Mary G. Daley
CRD#: 7011470
1243 Islington Avenue, Suite 903, Toronto, M8X 1

Mary Daley (CRD# 7011470) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Toronto, and has over 5 years of experience in the finance industry.

4
John B. Flecke
CRD#: 4669674
3336 N 32nd Street, Suite 100, Pheonix, AZ 85018

John Flecke (CRD# 4669674) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Pheonix, AZ and has over 20 years of experience in the finance industry.

5
Michael A. Hinterlong
CRD#: 6715894
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Michael Hinterlong (CRD# 6715894) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Toronto, On, and has over 7 years of experience in the finance industry.

6
Jeremy D. Kralt
CRD#: 6942144
666 Burrard St., #500, Vancouver, Bc, V6C 3

Jeremy Kralt (CRD# 6942144) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Vancouver, Bc, and has over 5 years of experience in the finance industry.

7
John C. McCord
CRD#: 3134630
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

John McCord (CRD# 3134630) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Toronto, On, and has over 14 years of experience in the finance industry.

8
Edward R. Pappas
CRD#: 2842584
Irvine, CA

Edward Pappas (CRD# 2842584) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Irvine, CA and has over 27 years of experience in the finance industry.

9
Terry F. Ritchie
CRD#: 1391791
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

Terry Ritchie (CRD# 1391791) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Toronto, On, and has over 38 years of experience in the finance industry.

10
James A. Sheldon
CRD#: 5712774
1243 Islington Ave., Suite 903, Toronto, On, M8X 1

James Sheldon (CRD# 5712774) is an Investment Advisor Representative working at Cardinal Point Capital Management, Ulc in Toronto, On, and has over 14 years of experience in the finance industry.

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