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CARDINAL POINT CAPITAL LLC

Tel: 415-277-5967
50 California Street
Suite 1500
San Francisco, California  94111-4624

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CARDINAL POINT CAPITAL LLC

CARDINAL POINT CAPITAL LLC is a San Francisco, California based financial advisory firm with nearly $102,728,397 in assets under management and provides investment advisory services for 4 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

141166

SEC#:

801-74078

No. of Clients:

4

Assets under Management

$102,728,397

No. of Advisors:

5

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