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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIRKLAND, DEAN | I | PRESIDENT | C | Control |
| KIRKLAND, DEAN, EARL | I | DIRECT OWNER | C | Control |
| KIRKLAND, DEAN, EARL | I | CLIENT SERVICES REP | C | |
| THOMAS, KENNETH, EUGENE | I | VICE PRESIDENT/SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | C | Control |
| THOMAS, KENNETH, EUGENE | I | VICE PRESIDENT/SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | C | Control |
| THOMAS, KENNETH, EUGENE | I | VICE PRESIDENT/SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | C | Control |
| THOMAS, KENNETH, EUGENE | I | VICE PRESIDENT/SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | C | Control |
| THOMAS, ROGER, KEITH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | C | Control |
| THOMAS, ROGER, KEITH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | C | Control |
| THOMAS, ROGER, KEITH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | C | Control |
| THOMAS, ROGER, KEITH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | C | Control |
| THOMAS, ROGER, KEITH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | C | Control |
| THOMAS, ROGER, KEITH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | C | Control |
| THOMAS, ROGER, KEITH | I | CHIEF INVESTMENT OFFICER/SENIOR PORTFOLIO MANAGER | C | Control |
| KRISTENSEN, CONNIE, MARIE | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | Control |
| KRISTENSEN, CONNIE, MARIE | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | Control |
| KRISTENSEN, CONNIE, MARIE | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | |
| KRISTENSEN, CONNIE, MARIE | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | |
| KRISTENSEN, CONNIE, MARIE | I | COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | |
| KRISTENSEN, CONNIE, MARIE | I | COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | |
| KRISTENSEN, CONNIE, MARIE | I | COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | |
| THOMAS, KENNETH, EUGENE | I | VICE PRESIDENT/SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | B | |
| THOMAS, KENNETH, EUGENE | I | VICE PRESIDENT/SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | B | |
| THOMAS, KENNETH, EUGENE | I | VICE PRESIDENT/SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | B |
Registrations
Federal
IA
Oct 3, 2005 REGISTERED
Notice Filings (1)
OR
Address
8215 SW TUALATIN-SHERWOOD ROAD, SUITE 200TUALATIN, OR 97062
USA
Phone: 503-274-2850