firm profile
Cardinal Financial Consultants, LLC
Overview
Cardinal Financial Consultants, LLC is a state registered investment adviser based in Okemos, MI, registered since 2008. It reports $18M in assets under management across 84 accounts, with 1 employees.
- Reported AUM
- $18M
- Discretionary
- 97%
- Accounts
- 84
- Average account
- $214K
- Employees
- 1
- Registered since
- 2008
- Jurisdictions
- 1
As reported in the firm's June 2025 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions and Percentage of Assets
Executive officers 1 of 1
- Thomas William Repaskey Managing Member, Chief Compliance Officer CRD 1101868
Location
- Headquarters
- 4295 Okemos Rd Ste 120
Okemos, MI 48864 - County
- Ingham
- Metro area
- Lansing-East Lansing, MI
- Region
- Midwest
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: cardinalfinancialconsultants.com
Every state, with registration dates
Similar firms near Okemos
- Financial Strategies Group, IncOkemos, MI$677M AUM
- Cornerstone Wealth Partners, LLCOkemos, MI$146M AUM
- Ryzome Investment AdvisorsOkemos, MI$116M AUM
- Stewards Wealth Planning, LLCOkemos, MI$99.4M AUM
- Financialmd, LLCOkemos, MI$35M AUM
request a demo
See what we have on Cardinal Financial Consultants, LLC
We'll walk you through the full profile and how to find more firms like this one.