Skip to content
CF
RIA · CRD 147918State-Registered Investment Adviser

Updated:

Cardinal Financial Consultants

Cardinal Financial Consultants, LLC is a state-registered investment adviser in Okemos, MI. The firm manages $18 million in assets, $17 million on a...

Overview

Cardinal Financial Consultants, LLC is a state-registered investment adviser in Okemos, MI. The firm manages $18 million in assets, $17 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Cardinal Financial Consultants?

No named principals or investment professionals are publicly disclosed. The firm's leadership and decision-making structure remain private.

What is Cardinal Financial Consultants' known posture on co-investments?

No public information exists regarding the firm's willingness to co-invest alongside external GPs or other family offices.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Cardinal Financial Consultants in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More RIA profiles