Unclaimed Profile

Rachel Dean Matthews

CARDINAL CAPITAL MANAGEMENT, L.L.C.·GREENWICH, Connecticut

Clean recordCARDINAL CAPITAL MANAGEMENT, L.L.C.

FOUR GREENWICH OFFICE PARK, GREENWICH, CT 06831CRD# 2579579Firm CRD# 109824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rachel Dean Matthews · GREENWICH, CT

Registration

CRD #2579579 · CARDINAL CAPITAL MANAGEMENT, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rachel Dean Matthews is a registered financial advisor based in GREENWICH, Connecticut, affiliated with CARDINAL CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

Speak with Rachel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rachel is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CARDINAL CAPITAL MANAGEMENT, L.L.C.

AUM

$386M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CARDINAL CAPITAL MANAGEMENT, L.L.C. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2579579

Firm CRD# 109824

View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Browse GREENWICH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rachel Dean Matthews offer?

Rachel Dean Matthews specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.

What are Rachel Dean Matthews's credentials?

Rachel Dean Matthews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachel Dean Matthews located?

Rachel Dean Matthews is based in GREENWICH, Connecticut, working with CARDINAL CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Rachel Dean Matthews charge for services?

Rachel Dean Matthews's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDINAL CAPITAL MANAGEMENT, L.L.C.?

CARDINAL CAPITAL MANAGEMENT, L.L.C. has approximately 13 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →