CARDEA CAPITAL ADVISORS, LLC

2520 Northwinds Parkway
Suite 315
Alpharetta, Georgia 30009
Tel: 770-977-7779

About CARDEA CAPITAL ADVISORS, LLC

CARDEA CAPITAL ADVISORS, LLC, formally registered with the SEC as CARDEA CAPITAL ADVISORS, LLC. The firm was established in 04/17/2020. They have over 1 offices throughout the country.

CARDEA CAPITAL ADVISORS, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $147,547,976 assets under management, offering retirement planning & investment advisory services to 409 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307600
SEC#	801-118445
Assets Managed by Firm	$147,547,976
No. of Clients	409
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	409	$147,547,976
Individuals (other than high net worth individuals)	389	$73,717,425
High net worth individuals	19	$73,518,580
Charitable organizations	1	$311,971

More Retirement Planning firms in Alpharetta, Georgia:

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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