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CEDARSTONE ADVISORS
3125 Old Conejo Road
Unit 7
Thousand Oaks, California 91320
Tel: (888) 571-5582
About CEDARSTONE ADVISORS
CEDARSTONE ADVISORS, formally registered with the SEC as CEDARSTONE ADVISORS. The firm was established in 03/16/2018. They have over 1 offices throughout the country.
CEDARSTONE ADVISORS is a Thousand Oaks, California based Financial Planning firm with nearly $150,534,821 assets under management, offering retirement planning & investment advisory services to 184 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172653 |
| SEC# | 801-112625 |
| Assets Managed by Firm | $150,534,821 |
| No. of Clients | 184 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 184 | $150,534,821 |
| Individuals (other than high net worth individuals) | 94 | $29,573,180 |
| High net worth individuals | 80 | $115,073,049 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,408,566 |
| Charitable organizations | Fewer than 5 clients | $324,754 |
| Corporations or other businesses | 5 | $1,155,272 |
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