Cardinal Point Partners, LLC

Washington, DC

Massachusetts

Registered In

04/07/2009

Incorp. Date

Foreign

Registration Type

District of Columbia

Foreign Jurisdiction

Company Summary

Cardinal Point Partners, LLC at 525 Second St., N.e., Washington, Dc 20002 lists Brent Franzel and Stephen Wolfe as the associates.

Registered In: Massachusetts
Incorporation Date: 04/07/2009
Registration Type: Foreign
Foreign Jurisdiction: District of Columbia
Company Type: Foreign Limited Liability Company (Llc)
Status: Inactive
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C T Corporation System Registered Agent	155 FEDERAL ST STE 700, BOSTON, MA 02110
Brent Franzel Manager
Stephen Wolfe Manager
Brent Franzel REAL PROPERTY

525 SECOND ST., N.E., WASHINGTON, DC 20002 View Map

Financial Information for Cardinal Point Partners, LLC

Form 5500

CARDINAL POINT PARTNERS, LLC

5614 Connecticut Ave, Nw, STE 243, Washington, Dc 20015 (202) 664-1100 EIN:20-4514853 Plan Admin:Brent Franzel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARDINAL POINT PARTNERS RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$3,973,931 / $3,379,732	2022	CARDINAL POINT PARTNERS RETIREMENT PLAN - Plan #001	2 / 2	$3,973,931 / $3,379,732
2021	Plan NameCARDINAL POINT PARTNERS RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$3,396,549 / $3,973,931	2021	CARDINAL POINT PARTNERS RETIREMENT PLAN - Plan #001	3 / 2	$3,396,549 / $3,973,931
2020	Plan NameCARDINAL POINT PARTNERS RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,922,726 / $3,396,549	2020	CARDINAL POINT PARTNERS RETIREMENT PLAN - Plan #001	3 / 3	$2,922,726 / $3,396,549
2019	Plan NameCARDINAL POINT PARTNERS RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$2,390,558 / $2,922,726	2019	CARDINAL POINT PARTNERS RETIREMENT PLAN - Plan #001	4 / 3	$2,390,558 / $2,922,726

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Cardinal Point Wealth Management Partners, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
Cardinal Point Wealth Management Partners, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Cardinal Point Wealth Management Partners, LLC Registered in Florida	New York, NY	View Report
Cardinal Point Capital Partners LLC Registered in Virginia	Virginia	View Report
Cardinal Point Capital Partners LLC Registered in Virginia	Virginia	View Report
Cardinal Point Partners, LLC Registered in Florida	North Port, FL Sarasota, FL	View Report

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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