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Building 2CARDEA CAPITAL ADVISORS, LLC

Map pinVERO BEACH, FL
Phone770-977-7779
NotebookSEC #801-118445
Total AUM
$124.2M
Employees
9
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 21ST STREET
SUITE 300
VERO BEACH
FL 32960
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
770-977-7779

ReceiptFinancials

Total AUM
$124.2M
Accounts
393
Discretionary
$121.9M
Accounts
378
Non-Discretionary
$2.3M
Accounts
15

ContactClients

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Individual Clients
231
AUM
$67.1M
HNW Individual Clients
25
AUM
$56.8M
Corporation or Business Clients
1
AUM
$221.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLGALAMANCNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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