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Building 2CARDENAS ASSET MANAGEMENT, LLC

Map pin
Phone3129720277
NotebookSEC #801-134367
Total AUM
$149.3M
Employees
1
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-2:00PM
Monday - Friday
Phone
3129720277
Other Offices
1

ReceiptFinancials

Total AUM
$149.3M
Accounts
385
Discretionary
$123.4M
Accounts
368
Non-Discretionary
$25.8M
Accounts
17

ContactClients

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Individual Clients
116
AUM
$17.7M
HNW Individual Clients
55
AUM
$106M
Charitable Organization Clients
5
AUM
$3.8M
Corporation or Business Clients
9
AUM
$21.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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