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CARDINAL FINANCIAL CONSULTANTS, LLC

CRD 147918

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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

TypeClientsAUM
Individuals81$4.7M
High net worth individuals3$13.3M

All web addresses on file

Official SEC filing: View on IAPD