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Building 2CARDINAL POINT WEALTH MANAGEMENT

Map pinIRVINE, CA
Phone866-213-2036
NotebookSEC #801-122341
Total AUM
$642M
Employees
27
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19200 VON KARMAN AVENUE,
SUITE 600
IRVINE
CA 92612
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
866-213-2036
Other Offices
5

ReceiptFinancials

Total AUM
$642M
Accounts
802
Discretionary
$634M
Accounts
789
Non-Discretionary
$8M
Accounts
13

ContactClients

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Individual Clients
116
AUM
$38.5M
HNW Individual Clients
176
AUM
$603.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES; TAX PREPARATION AND COMPLIANCE; CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMANCNYPASCTXWA

HandshakeAffiliates

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

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