SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-21-003030
Filing Date
2021-11-05
Accepted
2021-11-05 14:29:46
Documents
2
Period of Report
2021-09-30
Effectiveness Date
2021-11-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1983
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 23939
  Complete submission text file 0001085146-21-003030.txt   27157
Mailing Address 19200 VON KARMAN AVE SUITE 618 IRVINE CA 92612
Business Address 19200 VON KARMAN AVE SUITE 618 IRVINE CA 92612 866-213-2036
Cardinal Point Wealth Management LLC (Filer) CIK: 0001869778 (see all company filings)

IRS No.: 271066049 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21285 | Film No.: 211383937