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CARDINAL POINT WEALTH MANAGEMENT, LLC
CARDINAL POINT WEALTH MANAGEMENT, LLC
IRVINE, California
·
2 registered advisors
·
CRD# 151579
SEC# 801-110000
5
866-213-2036
01
Firm Overview
AUM
$648M
Regulatory assets under management
Employees
26
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CARDINAL POINT WEALTH MANAGEMENT, LLC
2 registered advisors
Mary Grace Daley
IRVINE, California
CRD# 7011470
Terry Frank Ritchie
IRVINE, California
CRD# 1391791
05
Office Locations
IRVINE, California
2 advisors
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Data sourced from SEC Form ADV filings. CARDINAL POINT WEALTH MANAGEMENT, LLC (CRD# 151579) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.