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Building 2CARDEA CAPITAL GROUP, INC.

Map pinATLANTA, GA
Phone770-977-7779
NotebookSEC #801-120046
Total AUM
$22.4M
Employees
2
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3350 RIVERWOOD PARKWAY
SUITE 2215
ATLANTA
GA 30339
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
770-977-7779
Other Offices
1

ReceiptFinancials

Total AUM
$22.4M
Accounts
28
Discretionary
$21.1M
Accounts
25
Non-Discretionary
$1.3M
Accounts
3

ContactClients

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Individual Clients
2
AUM
$1M
HNW Individual Clients
16
AUM
$21.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSTITUTIONAL INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLGALAPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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