| Name | Title | Ownership | Since |
|---|---|---|---|
| Anessa Custovic Control | Investment Advisor Representative/Chief Investment Officer | Under 5% | 2022 |
| Douglas Victor Amis Control | President/Chief Compliance Officer | Over 75% | 2016 |
Cardinal Retirement Planning, Inc. reports $111 million in regulatory assets under management on its Form ADV.
Cardinal Retirement Planning, Inc. reports 3 employees.
Cardinal Retirement Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 919-439-2114 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $108.8M |
| Non-discretionary | $2.3M |
| Total (RAUM) | $111M |