1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CARDINAL WEALTH ADVISORY, LLC

Map pinMEMPHIS, TN
Phone901-767-4401
NotebookSEC #801-124698
Total AUM
$273.2M
Employees
3
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 POPLAR AVE SUITE 2410
MEMPHIS
TN 38137
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
901-767-4401

ReceiptFinancials

Total AUM
$273.2M
Accounts
225
Discretionary
$242.9M
Accounts
211
Non-Discretionary
$30.3M
Accounts
14

ContactClients

View more in analytics →

Individual Clients
53
AUM
$8.5M
HNW Individual Clients
41
AUM
$182.7M
Banking Clients
1
AUM
$1.8M
Insurance Company Clients
1
AUM
$48.5M
Corporation or Business Clients
7
AUM
$31.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALMSTNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account