Cardinal Point Wealth Management, LLC
Cardinal Point Wealth Management, LLC (CRD# 151579) is a financial advisory firm headquartered in Irvine, CA. They manage $648,072,943 in 774 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Cardinal Point Wealth Management, LLC
By the Numbers
-
Total Assets Under Management648MILLION
-
Total Number of Accounts774ACCOUNTS
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Average Account Value$837,304
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, NC, TX, WA
Financial Advisors at Cardinal Point Wealth Management, LLC
No Advisor Found.
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