Cardan Capital Partners, LLC is a large advisory firm based in Denver. It manages $702.54 million of regulatory assets for 1,879 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.
Cardan Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cardan Capital Partners, LLC is $702.54 million. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cardan Capital Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Cardan Capital Partners is high net worth individuals with 223 clients and $637.11 million of assets under management. Among the 10 most similar advisory firms, Cardan Capital Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $662.79 million for 314 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cardan Capital Partners doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cardan Capital Partners, LLC performs its advisory services is located at 100 Saint Paul Street, Denver, CO 80206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (720) 799-8820 or by fax (720) 799-8821. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at cardancapital.com/.