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).
Total Assets Under Management87MILLION
Total Number of Accounts160ACCOUNTS
Average Account Value$543,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.