CARDEA CAPITAL ADVISORS, LLC
Atlanta, Georgia
Cardea Capital Advisors, LLC, based out of Atlanta, GA, is a reputable investment advisory firm serving over 160 individual clients with a combined total of $83,781,000 in assets under management. With a focus on small-scale operations, Cardea Capital Advisors, LLC operates from a single office in Atlanta. Their expertise lies in managing employer 401Ks and individual portfolios, comprising approximately half of their assets under management.
With a 100% discretionary management approach, Cardea Capital Advisors, LLC offers personalized financial solutions tailored to their clients' unique needs. Their compensation structure enc...
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Assets Under Mgmt
$83.78M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Articles
Articles
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