Assets Under Management
$105.8M
Number of Clients
242
Number of Advisors
9
Average Client AUM
$437K
AUM per Advisor
$11.8M
Compensation
Fee-Only (AUM)
Cardea Capital Advisors offers asset-allocated model portfolios to clients referred through independent RIAs and directly through its own representatives. They develop financial outlines summarizing client circumstances, goals, risk tolerance, and investment objectives, regularly reviewed and updated. They also offer financial planning and general consulting services.
2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009