Cardinal Point Wealth Management LLC
正式名称: CARDINAL POINT WEALTH MANAGEMENT, LLC
フルコンタクト詳細
Cardinal Point Wealth Management LLC
19200 VON KARMAN AVE, SUITE 618, IRVINE, CA
866-213-2036
949-242-2558
他の情報
カーディナルポイントウェルスマネジメントLLCは、16人のチームを擁するカリフォルニア州の有限責任会社で、そのうち11人がアドバイザーの役割を担当しています。同社は2017年2月21日に登録されて以来、米国証券取引委員会によって承認され続けています。サービスを受けたクライアントの正確な数は不明ですが、法的に合法的で構造化されていることが確認されており、財務を預ける考えのある人にとっては安心感が保証されます。
Cardinal Point Wealth Management - Your Cross Border Financial Advisor
Cardinal Point is an independent Canada-U.S. wealth management group of companies created to service the sophisticated needs of high net-worth families.
Cardinal Point Wealth Management - Your Cross Border Financial Advisor
Cardinal Point is an independent Canada-U.S. wealth management group of companies created to service the sophisticated needs of high net-worth families.
Wealth Management for U.S. Citizens Living in Canada – U.S. Citizens Living in Canada
Cardinal Point is a Canada-U.S. cross-border financial planning firm that specializes in assisting affluent U.S. citizens living in Canada with their cross-border investment, tax, estate, retirement and financial planning needs
Cross-Border Financial Advisor
Is your wealth management firm closing your investment account because you are a non-resident of the U.S.? Partner with a cross-border financial advisor who specializes in providing investment management services for expats and non-residents.
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直接の所有者
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JAMES ARTHUR SHELDON
MANAGING MEMBER 所有する 25％以上50％未満
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JEFFREY SCOTT SHELDON
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 所有する 25％以上50％未満
-
JOHN CRAGIN MCCORD
MANAGING MEMBER 所有する 10％以上25％未満
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MATTHEW J CARVALHO
MEMBER 所有する 5％未満
-
SHELRITCH INC.
MANAGING MEMBER 所有する 5％以上10％未満
間接所有者
-
TERRY FRANK RITCHIE
PRESIDENT 所有する 75％以上
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