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Building 2CARDINAL ADVISERS LLC

Map pin
Phone786-216-7547
NotebookSEC #801-135017
Total AUM
$118.5M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:15 AM TO 4:30 PM
Monday - Friday
Phone
786-216-7547

ReceiptFinancials

Total AUM
$118.5M
Accounts
57
Discretionary
$118.5M
Accounts
57
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$6.3M
HNW Individual Clients
14
AUM
$112.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLA

HandshakeAffiliates

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

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