CARDINAL POINT CAPITAL LLC

50 California Street
Suite 1500
San Francisco, California 94111-4624
Tel: 415-277-5967

About CARDINAL POINT CAPITAL LLC

CARDINAL POINT CAPITAL LLC, formally registered with the SEC as CARDINAL POINT CAPITAL LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

CARDINAL POINT CAPITAL LLC is a San Francisco, California based Financial Planning firm with nearly $102,728,397 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141166
SEC#	801-74078
Assets Managed by Firm	$102,728,397
No. of Clients	4
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$102,728,397
Corporations or other businesses	Fewer than 5 clients	$721,155

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