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CARDEA CAPITAL GROUP, INC.
CARDEA CAPITAL GROUP, INC.
ATLANTA, Georgia
·
3 registered advisors
·
CRD# 311932
SEC# 801-120046
1
770-977-7779
01
Firm Overview
AUM
$22M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CARDEA CAPITAL GROUP, INC.
3 registered advisors
Jordan Whitney Waring
ATLANTA, Georgia
CRD# 1615042
Kendall Savage Borchardt
ATLANTA, Georgia
CRD# 2308029
Stephen Dain Philp
ATLANTA, Georgia
CRD# 4620936
05
Office Locations
ATLANTA, Georgia
3 advisors
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Data sourced from SEC Form ADV filings. CARDEA CAPITAL GROUP, INC. (CRD# 311932) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.