Cardinal Capital Manageement,Inc. is a large advisory firm based in Winnipeg. It manages $96.78 million of regulatory assets for 490 client accounts. It has been registered with the SEC as an adviser since 2003.
Cardinal Capital Manageement provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cardinal Capital Manageement,Inc. is $96.78 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cardinal Capital Manageement,Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Timothy E. Burt has been acting as President since 1 Aug 1992. Inc. Value Partners joined the executive team most recently as the Shareholder.
The principal office where Cardinal Capital Manageement,Inc. performs its advisory services is located at 1780 Wellington Avenue, Winnipeg, R3 H 1 B3, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 204-783-0716 or by fax 204-783-0725. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cardinal.ca.