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Building 2CARDINAL POINT INVESTMENTS, LLC

Map pinTUALATIN, OR
Phone503-274-2850
NotebookSEC #801-58128
Total AUM
$67.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8215 SW TUALATIN-SHERWOOD ROAD, SUITE 200
TUALATIN
OR 97062
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
503-274-2850

ReceiptFinancials

Total AUM
$67.6M
Accounts
21
Discretionary
$67.6M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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

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