How does the advisor help clients – Key Takeaways:
CARDENAS ASSET MANAGEMENT, LLC is committed to providing exceptional financial services to their clients. Their team of experienced professionals offers in-depth financial expertise and personalized strategies to help clients achieve their financial goals. Some key takeaways on how they assist clients include:
- Creating customized investment portfolios based on individual needs and objectives
- Constantly monitoring and adjusting portfolios to ensure they are aligned with market changes and client goals
- Providing ongoing education and support to help clients make informed financial decisions
- Offering a wide range of financial services to meet the diverse needs of clients
Facts and Insights:
CARDENAS ASSET MANAGEMENT, LLC is a leading financial advisory firm that has been serving clients for over 20 years. Their team of advisors has over 100 years of combined experience in the financial industry, providing clients with a wealth of knowledge and insights into the market. Some key facts and insights about the firm include:
- Assets under management: Over $5 billion (as of 2021)
- Number of advisors: 20+
- Time in business: Over 20 years
- Consistently recognized as one of the top financial advisory firms in the country
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $4.5 billion | 15+ | 19 years |
| 2019 | $4.2 billion | 12+ | 18 years |
| 2018 | $4 billion | 10+ | 17 years |
| 2017 | $3.8 billion | 8+ | 16 years |
| 2016 | $3.5 billion | 6+ | 15 years |
Financial Services Offered:
CARDENAS ASSET MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Debt management
- Education planning
Client Types:
CARDENAS ASSET MANAGEMENT, LLC caters to a diverse range of clients including individuals, families, businesses, and institutions. They believe in building long-term relationships with their clients and strive to understand their unique needs and objectives to provide them with personalized financial solutions.
Fees & Compensation:
CARDENAS ASSET MANAGEMENT, LLC is a fee-only advisor, which means they do not earn any commissions or third-party payments. Their compensation is solely based on the fees their clients pay for their services. This ensures that their advice and recommendations are always in the best interest of their clients.
Background:
CARDENAS ASSET MANAGEMENT, LLC was founded in 2001 by Juan Cardenas, a highly experienced financial advisor and strategist. He wanted to create a firm that provided unbiased and transparent financial advice to clients, free from conflicts of interest. Over the years, the firm has grown and continues to expand its services and expertise to meet the evolving needs of clients.
Financial Advisor Disclosures to Know:
As a