Cardinal Wealth Advisory, LLC

Cardinal Wealth Advisory, LLC (CRD# 136659) is a financial advisory firm headquartered in Memphis, TN. They manage $87,019,229 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $543,870
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Cardinal Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel T. Keel, Iii
CRD#: 1435318
6075 Poplar Avenue Suite 108, Memphis, TN 38119
93
Wealthminder
score

Daniel Keel, Iii (CRD# 1435318) is an Investment Advisor Representative working at Cardinal Wealth Advisory, LLC in Memphis, TN and has over 30 years of experience in the finance industry.

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