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CARDINAL FINANCIAL CONSULTANTS, LLC
CRD 147918
4295 OKEMOS RD. #120, OKEMOS, MI, 48864, United States
Phone
5172300082
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.0M
Discretionary AUM
$17.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2025-06-05
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $4.7M |
| High net worth individuals | 3 | $13.3M |
All web addresses on file
Official SEC filing: View on IAPD