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CARDINAL ADVISERS LLC
CRD 284465 · SEC 801-135017
LA, United States
Phone
786-216-7547
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.5M
Discretionary AUM
$118.5M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $6.3M |
| High net worth individuals | 14 | $112.2M |
States served
LA, FL
All web addresses on file
Official SEC filing: View on IAPD