CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
Legal name: CARDINAL POINT WEALTH MANAGEMENT
CRD #316266 SEC #801-122341 IRVINE, CA 866-213-2036
SEC Registered
Total AUM
$642M
Discretionary
$634M
Employees
27
Clients
0
Accounts
802
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $642M | $634M | $8M | 27 | 0 |
| Apr 2022 | $642M | $634M | $8M | 27 | 0 |
| Mar 2022 | $642M | $634M | $8M | 27 | 0 |
| Nov 2021 | $659.5M | $650.8M | $8.7M | 26 | 0 |
DateJun 2022
Total AUM$642M
Discretionary$634M
Non-Disc.$8M
Employees27
Clients0
DateApr 2022
Total AUM$642M
Discretionary$634M
Non-Disc.$8M
Employees27
Clients0
DateMar 2022
Total AUM$642M
Discretionary$634M
Non-Disc.$8M
Employees27
Clients0
DateNov 2021
Total AUM$659.5M
Discretionary$650.8M
Non-Disc.$8.7M
Employees26
Clients0