Cardinal Retirement Planning, Inc.
Cardinal Retirement Planning, Inc. is an SEC-registered wealth manager with $127.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Cardinal Retirement Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166545, SEC 801-132974, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $127.4M (2026-06-02)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 107
- CRD
- 166545
- Ownership
- Custovic, Anessa; AMIS, DOUGLAS, VICTOR
How much AUM does Cardinal Retirement Planning, Inc. have?
Cardinal Retirement Planning, Inc. reported $127.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Cardinal Retirement Planning, Inc.?
Disclosed owners and executives of Cardinal Retirement Planning, Inc. include Custovic, Anessa, AMIS, DOUGLAS, VICTOR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.