$149.3M Total AUM
$123.4M Disc. AUM
-- 3Y CAGR
1 Employees
185 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2000
- Office Locations
- 1
Office Locations
1335 S. Prairie Ave. #407 Chicago IL
About Cardenas Asset Management, LLC
Cardenas Asset Management, LLC is a SAN Antonio-based RIA. The firm has been operating for 26 years. Managing $149.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$149.3M AVG AUM / ADVISOR
$806.8K AVG AUM / CLIENT
26.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
VERONICA (SANCHEZ) CARDENAS
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Investment Advisor, President
- CRD
- #1947573
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,416,103 | $335,370 |
| Non-Discretionary | $25,841,645 | $1,520,097 |
| Total | $149,257,748 | $387,682 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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