Cardinal Wealth Advisors
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
7201 Ohms Ln Ste 175, Edina, Minnesota, ...Phone Number
(952) 746-4700Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Cardinal Wealth Advisors
Cardinal Wealth Advisors is a registered investment advisor based in the greater Twin Cities area of Minneapolis and St. Paul, Minnesota, specializing in personal financial planning and investment strategies for individuals and families. Since 2005, they have been dedicated to helping clients manage their financial goals through a personalized approach that emphasizes strong client relationships and open communication. Their services include financial planning, investment strategy, tax-aware analysis, education planning, retirement planning, risk exposure analysis, and legacy planning. Additionally, they offer sustainable investing options for clients interested in aligning their investments with environmental, social, and corporate governance (ESG) criteria.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Cardinal Wealth Advisors
<$5M
1-10
Private
-
2005
CF
Christina FratturaExecutive Vice President & Manager, Wealth
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Cardinal Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Cardinal Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cardinal Wealth Advisors.
Cardinal Wealth Advisors Tech Stack
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Cardinal Wealth Advisors is a registered investment advisor based in the greater Twin Cities area of Minneapolis and St. Paul, Minnesota, specializing in personal financial planning and investment strategies for individuals and families. Since 2005, they have been dedicated to helping clients manage their financial goals through a personalized appr... Read More
