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Home > Retirement Planners > tennessee > memphis > CARDINAL WEALTH ADVISORY, LLC
CARDINAL WEALTH ADVISORY, LLC
6075 Poplar Avenue Suite 108
Memphis, Tennessee 38119
Tel: 901-767-4401
About CARDINAL WEALTH ADVISORY, LLC
CARDINAL WEALTH ADVISORY, LLC, formally registered with the SEC as CARDINAL WEALTH ADVISORY, LLC. The firm was established in 05/02/2022. They have over 1 offices throughout the country.
CARDINAL WEALTH ADVISORY, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $145,401,575 assets under management, offering retirement planning & investment advisory services to 186 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136659 |
| SEC# | 801-124698 |
| Assets Managed by Firm | $145,401,575 |
| No. of Clients | 186 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 186 | $145,401,575 |
| Individuals (other than high net worth individuals) | 49 | $5,628,028 |
| High net worth individuals | 37 | $124,769,806 |
| Corporations or other businesses | 3 | $2,119,200 |
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