Edward
Pappas
Cardinal Point Capital Management, Ulc
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About this Advisor
Edward Pappas is a financial advisor based in Irvine, California who has 4 years of industry experience. Pappas is on the advisory team at Cardinal Point Capital Management, Ulc. Their career trajectory has included roles at Cardinal Point Capital Management Inc, Wealth Enhancement Group, Sii Investments, Branden Financial Group and Cardinal Point Wealth Management, LLC. Pappas has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona and California. Cardinal Point Capital Management, Ulc is a financial advisory company operating in Irvine, California. The company has offices in five locations and a total of 35 people on staff. It oversees $1 billion in assets across its 3,601 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 3,601 customer accounts, 64% are associated with high-net-worth investors who have more than $1 million in investable assets. Cardinal Point Capital Management, Ulc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice vary depending on which services the firm provides the client. Fees billed by Cardinal Point Capital Management, Ulc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cardinal Point Capital Management, Ulc Brokerage Details
$1,220,348,203
35
3,601
$338,891
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Edward Pappas Work History
Edward has been registered as a financial advisor for 4 years.*
Cardinal Point Capital Management Inc
Cardinal Point Wealth Management, LLC
Branden Financial Group
Sii Investments
Wealth Enhancement Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Pappas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cardinal Point Capital Management, Ulc
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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