CARDINAL POINT CAPITAL MANAGEMENT, ULC
Doing business as CARDINAL POINT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$4,808,296,667
Discretionary
$4,787,749,653
Non-discretionary
$20,547,014
Firm details
- CRD number
- 140619
- SEC file number
- 801-66719
- Main office
- TORONTO, ON, Canada
- Employees
- 56
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.