CARDINAL POINT INVESTMENTS, LLC
CRD #109222 SEC #801-58128 TUALATIN, OR 503-274-2850
SEC Registered
Total AUM
$65.4M
Discretionary
$65.4M
Employees
5
Clients
--
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $67.6M | $67.6M | $0 | 5 | -- |
| Feb 2006 | $64.6M | $64.6M | $0 | 5 | -- |
| Oct 2005 | $65.4M | $65.4M | $0 | 5 | -- |
| Sep 2005 | $65.4M | $65.4M | $0 | 5 | -- |
| Aug 2004 | $125.9M | $125.9M | $0 | 5 | -- |
| Jun 2004 | $125.9M | $125.9M | $0 | 5 | -- |
| Mar 2002 | $37.3M | $37.3M | $0 | 5 | -- |
DateMar 2007
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--