C
CRD: 147918
Cardinal Financial Consultants, LLC
$18.0M Total AUM
$17.5M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
17 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2008
- Office Locations
- 1
Office Locations
4295 Okemos Rd. #120 Okemos MI
About Cardinal Financial Consultants, LLC
Cardinal Financial Consultants, LLC is a Okemos-based RIA. The firm has been operating for 17 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing and Trade-PMR.
Team overview
60 AVG AGE
$18.0M AVG AUM / ADVISOR
$214.3K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Thomas W Repaskey
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #1101868
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,460,000 | -- |
| Non-Discretionary | $540,000 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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