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Cardinal Mark LLC

Headquartered in CHICAGO, IL

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Firm Information

Cardinal Mark LLC is an investment advisor with 1 investment advisor representative. The firm manages approximately $20,020,769 in regulatory assets under management for 49 clients. They primarily provide financial planning and portfolio management for individuals, with a focus on high-net-worth individuals.

Cardinal Mark LLC

$20.02M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CARDINAL MARK LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Cardinal Mark LLC

View All 1 Advisors
Unclaimed
Lorrie Ann Minor

CFA®, RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Cardinal Mark LLC.

Frequently Asked Questions (5)

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