Cardea Capital is an independent RIA that provides wealth management and investment advisory services at its core. Our intellectual capital is comprised of deep knowledge and experience in areas such as capital markets, investment management, financial structuring and sustainable investments, focused on Institutional and Individual Clients. Our platform is designed to enable advisors to stand above their competition by accessing our customized portfolios, and to focus on relationship management and new client acquisition. We provide high tech/high touch solutions. Please view our disclaimer here: www.cardeacap.com
| Website | http://www.cardeacap.com |
| Employees | 16 (12 on RocketReach) |
| Founded | 2018 |
| Address | 2520 Northwinds Parkway Suite 315, Alpharetta, Georgia 30009, US |
| Technologies |
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| Industry | Capital Markets |
| Keywords | Chartered Financial Analyst, Wealth Management, Ria, Investment Advisory, Financial Planning, Independent Advisor, Portfolio Management, Retirement Planning, Investment Management Services, Investment Strategies, Capital Markets, Financial Advisory Services, Asset Allocation, Estate Planning, Risk Management, Investment Research, Financial Analysis, Wealth Preservation, Tax Planning, Insurance Planning |
| Competitors | Fidelity Investments, State Street Global Advisors, BlackRock, Vanguard, PIMCO, T. Rowe Price, Invesco Ltd., Allianz Global Investors, Schwab Advisor Services, Legg Mason (Acquired by Franklin Templeton) +41 more (view full list) |
Looking for a particular Cardea Capital employee's phone or email?
Vincent Chan is the Director of Operations of Cardea Capital.
12 people are employed at Cardea Capital.
Cardea Capital is based in Alpharetta, Georgia.