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Cardinal Wealth Advisory, Llc
Memphis, Tennessee
Cardinal Wealth Advisory, LLC is a highly regarded investment advisory firm based out of Memphis, TN. With a dedicated team of three employees, including two experienced investment advisors, they specialize in providing comprehensive wealth management services. Backed by their extensive expertise, the firm consistently manages an impressive average of approximately $39,530,000 in assets under management per investment advisor.
Cardinal Wealth Advisory, LLC caters to a diverse clientele, boasting over 40 individual clients and expertly managing assets valued at over $125,389,000. Their primary focus lies in serving high-net-worth ...see more
Assets Under Mgmt
$125.39M
Investment Professionals
2
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
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Cardinal Wealth Advisory, Llc
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