Amy
Minella

Cardinal Capital Management, L.L.C

CRD#1184193
Investment Advisor
in Greenwich, CT

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About this Advisor

Amy Minella is a financial advisor based in Greenwich, Connecticut, working with Cardinal Capital Management, L.L.C. Amy has previously held a position at Cardinal Capital Management, LLC. Amy has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Amy is part of Cardinal Capital Management, L.L.C, which operates out of Greenwich, Connecticut. The firm has 13 employees and manages assets totaling $386.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Cardinal Capital Management, L.L.C includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

One Fawcett Place
Greenwich, CT 06830

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Cardinal Capital Management, L.L.C Brokerage Details

Total Assets Under Management

$386,263,987

CT Average: $5,297,377,271
Total Number of Employees

13

CT Average: 35
Total Number of Accounts

255

CT Average: 690
Average Account Size

$1,514,761

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Amy Minella Work History

1995 - Present (29 years)

Cardinal Capital Management, LLC

Disclosures

Please visit the SEC profile of Amy Minella 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 Capital Management, L.L.C

Robert Kirkpatrick
Greenwich, CT
Amy Kistulinec
Greenwich, CT
Amy Minella
Greenwich, CT
Eugene Fox
Greenwich, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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