$127.4M Total AUM
$125.4M Disc. AUM
-- 3Y CAGR
3 Employees
132 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2013
- Office Locations
- 3
Office Locations
-- Chapel Hill NC
-- Durham NC
-- Winston Salem NC
About Cardinal Retirement Planning, Inc.
Cardinal Retirement Planning is a fiduciary RIA in North Carolina focused on personalized retirement strategies. The team provides financial planning and investment management, retirement income planning, 401(k) plan support, tax planning, long-term care, and Medicare/IRMAA guidance. Portfolios are primarily ETF- and fixed-income-based, and the firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$42.5M AVG AUM / ADVISOR
$965.3K AVG AUM / CLIENT
9.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DOUGLAS VICTOR AMIS
CEO, President
- CRD
- #6022170
- Ownership
- 75% or more
Available
Available
Available
Anessa Custovic
Chief Investment Officer, Investment Advisor Representative
- CRD
- #7283489
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
Jacob Alexander Yocco
Advisor
- CRD
- #6949226
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,367,911 | $503,486 |
| Non-Discretionary | $2,047,572 | $1,023,786 |
| Total | $127,415,483 | $507,631 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing