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Building 2CARDINAL RETIREMENT PLANNING, INC.

Map pin
Phone919-439-2114
NotebookSEC #801-132974
Total AUM
$123.4M
Employees
3
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
919-439-2114
Other Offices
2

ReceiptFinancials

Total AUM
$123.4M
Accounts
251
Discretionary
$121.4M
Accounts
249
Non-Discretionary
$2M
Accounts
2

ContactClients

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Individual Clients
75
AUM
$24.4M
HNW Individual Clients
26
AUM
$70.1M
Pension/Profit Sharing Plan Clients
1
AUM
$38.5K
Charitable Organization Clients
1
AUM
$191.8K
Corporation or Business Clients
1
AUM
$28.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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