Cardinal Capital Manageement,Inc. (Winnipeg)

Name: Cardinal Capital Manageement,Inc.
Address: 1780 Wellington Avenue, Winnipeg, R3 H 1 B3
Telephone: 204-783-0716

Cardinal Capital Manageement,Inc. is a large advisory firm based in Winnipeg. It manages $96.78 million of regulatory assets for 490 client accounts. It has been registered with the SEC as an adviser since 2003.

Cardinal Capital Manageement provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cardinal Capital Manageement: assets under management

The assets under management (AUM) of Cardinal Capital Manageement,Inc. is $96.78 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $96.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.52 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cardinal Capital Manageement,Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cardinal Capital Manageement,Inc.

Timothy E. Burt has been acting as President since 1 Aug 1992. Inc. Value Partners joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy E. Burt	President	1 Aug 1992	25% - 50%	4624741
Brian D Shaw	Executive vice president	1 Oct 1993	Other	4624987
Inc. Value Partners	Shareholder	1 May 2001	25% - 50%	99-9999999
James Lawton	Director	1 May 2001	Other	4624990
Wayne Townsend	Director	1 May 2001	Other	4624992
Eldon Wittmier	Director	1 May 2001	Other	4624996

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Kayco	Shareholder	1 May 2001	25% - 50%	99-9999999
Inc. 4350502 Manitoba	Shareholder	1 May 2001	25% - 50%	99-9999999
Kathleen Lawton	President	1 May 2001	75% - 100%	4624998
Carolyn Townsend	President	1 May 2001	75% - 100%	4625002
Diane Wittmier	Shareholder	1 May 2001	25% - 50%	4625007

Based in Winnipeg

The principal office where Cardinal Capital Manageement,Inc. performs its advisory services is located at 1780 Wellington Avenue, Winnipeg, R3 H 1 B3, 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 204-783-0716 or by fax 204-783-0725. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cardinal.ca.