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Building 2CARDINAL POINT WEALTH MANAGEMENT, LLC

Map pinIRVINE, CA
Phone866-213-2036
NotebookSEC #801-110000
Total AUM
$648.1M
Employees
26
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19200 VON KARMAN AVE
SUITE 600
IRVINE
CA 92612
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
866-213-2036
Other Offices
5

ReceiptFinancials

Total AUM
$648.1M
Accounts
774
Discretionary
$636.1M
Accounts
754
Non-Discretionary
$12M
Accounts
20

ContactClients

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Individual Clients
117
AUM
$42.1M
HNW Individual Clients
169
AUM
$605.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES, TAX PREPARATION AND COMPLIANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNCTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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