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).
-
Total Assets Under Management1,440MILLION
-
Total Number of Accounts4,041ACCOUNTS
-
Average Account Value$356,453
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AZ, CA, CO, FL, IL, MI, MO, NC, NH, NJ, NV, PA, SC, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.