CRD: 143659
Cardinal Mark LLC
Glencoe, IL
3129520050
$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-25-2007
- Office Locations
- 1
Office Locations
-- Glencoe IL
About Cardinal Mark LLC
Cardinal Mark LLC is a Glencoe-based RIA. The firm has been operating for 19 years. Managing $12.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$635.6K AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Wave Radial
Investment Vehicles
Beacon wave
Services
Ridge Eagle alpha Pathway Value legacy Value
Owner & Executives
L
LORRIE ANN MINOR
Financial Advisor, Managing Member
- CRD
- #4527836
- Ownership
- 75% or more
(979) 935-6150
harbor.pioneer@valuecapital.com
in linkedin.com/in/vital-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,076,239 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,076,239 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,076,239
Public Funds:
42.1% Cash:
17.7% Equity - Exchange:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,558,536,457 | 42.1% |
| Cash | $655,251,669 | 17.7% |
| Equity - Exchange | $1,488,198,707 | 40.2% |
| Total | $3,701,986,833 | 100.0% |