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Building 2CARDINAL WEALTH ADVISORY, LLC

Map pinMEMPHIS, TN
Phone901-767-4401
NotebookSEC #801-64704
Total AUM
$55.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 POPLAR AVENUE, SUITE 814
MEMPHIS
TN 38137
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
901-767-4401

ReceiptFinancials

Total AUM
$55.4M
Accounts
140
Discretionary
$47.2M
Accounts
135
Non-Discretionary
$8.2M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
ADVISOR MAY ON OCCASION ACCEPT ASSIGNMENT TO ADVISE CLIENTS ON PRIVATE TRANSACTIONS FOR A FEE.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAMSTN

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

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