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Cardinal Strategic Wealth Guidance, LLC

● SEC registered since 2016CRD 283226SEC# 801-107417Louisville, KY
Export (members)
Reg. AUM
$517.6M
Employees
11
Accounts
873
Location
Louisville, KY

Cardinal Strategic Wealth Guidance, LLC assets under management

Cardinal Strategic Wealth Guidance, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2016. It reports $517.6 million in regulatory assets under management and employs 11 people.
www.salingwealthadvisors.comView on SEC.gov ↗

Cardinal Strategic Wealth Guidance, LLC owners & executives

6 reported
NameTitleOwnershipSince
Amy Lee Stuber ControlSenior Wealth Advisor5-10%2022
Emily Saling ControlChief Compliance Officer5-10%2016
Eric James Saling ControlChief Executive Officer50-75%2022
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Frequently asked questions

How much does Cardinal Strategic Wealth Guidance, LLC manage?

Cardinal Strategic Wealth Guidance, LLC reports $517.6 million in regulatory assets under management on its Form ADV.

How many employees does Cardinal Strategic Wealth Guidance, LLC have?

Cardinal Strategic Wealth Guidance, LLC reports 11 employees.

Where is Cardinal Strategic Wealth Guidance, LLC located?

Cardinal Strategic Wealth Guidance, LLC is based in Louisville, KY and has been SEC-registered since 2016.

Does Cardinal Strategic Wealth Guidance, LLC disclose fund performance?

Cardinal Strategic Wealth Guidance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9750 Ormsby Station Road, Suite 102, Louisville, KY 40223
Phone502-805-3000
Fax502-805-3008
Office hours8:30a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$490.3M
Non-discretionary$27.3M
Total (RAUM)$517.6M