Cardinal Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

7901 Jones Branch Dr Ste 800, Mc Lean, V...

Phone Number

(703) 748-5800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Cardinal Wealth Management

Cardinal Wealth Management is an independent financial services and wealth management firm that offers a comprehensive range of services, including holistic wealth planning, investment management, and specialized consulting for business owners and non-profits. Their personalized approach addresses both financial and emotional aspects, helping clients achieve their financial goals. The firm also provides compassionate guidance for special needs planning and assists non-profits in creating and managing their investment policies. Their target clients include individuals, business owners, and organizations seeking tailored financial strategies.Explore more
Cardinal Wealth Management's Social MediaPopular SearchesCardinal Wealth ManagementCardinal Wealth Management LLCCardinal Wealth Services IncCardinal Faith Investments LLCWww CardinalwealthmanagementSIC Code 62,628NAICS Code 52,523Show more

Cardinal Wealth Management Org Chart

PhoneEmail
SM
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cardinal Wealth Managemen...

<$5M
1-10
Private
-
2017
SM
Sal MalikChief Compliance Officer
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2020
LB
Lester BrolPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cardinal Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cardinal Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cardinal Wealth Management.

Cardinal Wealth Management Tech Stack

A closer look at the technologies used by Cardinal Wealth Management

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Frequently Asked Questions Regarding Cardinal Wealth Management

What is Cardinal Wealth Management's official website?
Cardinal Wealth Management's official website is www.cardinalwm.com
What is Cardinal Wealth Management's Revenue?
Cardinal Wealth Management's revenue is <$5 Million
What is Cardinal Wealth Management's SIC code?
Cardinal Wealth Management's SIC: 62,628
What is Cardinal Wealth Management's NAICS code?
Cardinal Wealth Management's NAICS: 52,523
How many employees does Cardinal Wealth Management have?
Cardinal Wealth Management has 1-10 employees
What industry does Cardinal Wealth Management belong to?
Cardinal Wealth Management is in the industry of: Finance, Securities Trading
What is Cardinal Wealth Management competition?
Cardinal Wealth Management top competitors include: Ratcliff Financial Services, Inlet Private Wealth, Pillar Wealth Management, Bernicke Wealth Management
What technology does Cardinal Wealth Management use?
Some of the popular technologies that Cardinal Wealth Management uses are: Stockdio, WordPress.org, PHP, Google Font API
How do I contact Cardinal Wealth Management?
Cardinal Wealth Management contact info: Phone number: (703) 748-5800 Website: www.cardinalwm.com
What does Cardinal Wealth Management do?

Cardinal Wealth Management is an independent financial services and wealth management firm that offers a comprehensive range of services, including holistic wealth planning, investment management, and specialized consulting for business owners and non-profits. Their personalized approach addresses both financial and emotional aspects, helping clien... ts achieve their financial goals. The firm also provides compassionate guidance for special needs planning and assists non-profits in creating and managing their investment policies. Their target clients include individuals, business owners, and organizations seeking tailored financial strategies.Read More

What are Cardinal Wealth Management social media links?
Cardinal Wealth Management Linkedin page
Is Cardinal Wealth Management a public company?
Cardinal Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Cardinal Wealth Management

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