CARDINAL POINT CAPITAL LLC
Tel: 415-277-5967 50 California Street Suite 1500 San Francisco, California 94111-4624
About 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
Firm CRD#:
141166
Firm SEC#:
801-74078
Assets Under Management:
$102,728,397
No. of Clients:
4
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles
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