Cardenas Asset Management, LLC

EST. AUM
$149,257,748

CONTACTS

CLIENT ACCOUNTS
385

Firm Details

Metro area San Antonio
CRD Number 114943
Website n
Client types

Overview

Cardenas Asset Management is a boutique U.S.-based Registered Investment Adviser founded in 2000. The firm provides customized investment management, retirement planning, and financial advisory services, constructing tailored portfolios aligned with each client’s risk tolerance and financial objectives, with a focus on long-term wealth management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cardenas Asset Management, LLC

Platform Details

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