Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > walnut creek > CEDAR WEALTH MANAGEMENT
CEDAR WEALTH MANAGEMENT
1990 North California Blvd, 8th Floor
Walnut Creek, California 94596
Tel: (415) 230-2757
About CEDAR WEALTH MANAGEMENT
CEDAR WEALTH MANAGEMENT, formally registered with the SEC as CEDAR WEALTH MANAGEMENT. The firm was established in 01/04/2016. They have over 3 offices throughout the country.
CEDAR WEALTH MANAGEMENT is a Walnut Creek, California based Financial Planning firm with nearly $314,320,378 assets under management, offering retirement planning & investment advisory services to 101 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167149 |
| SEC# | 801-107067 |
| Assets Managed by Firm | $314,320,378 |
| No. of Clients | 101 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 101 | $314,320,378 |
| Individuals (other than high net worth individuals) | 27 | $9,281,719 |
| High net worth individuals | 61 | $202,888,666 |
| Charitable organizations | Fewer than 5 clients | $1,457,703 |
| Corporations or other businesses | Fewer than 5 clients | $4,932,324 |
More Retirement Planning firms in Walnut Creek, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,936,601,179,276 | 18358 | 1331 | |
| $2,406,691,634,676 | 481 | 754 | |
| $2,248,547,388,863 | 2782 | 3177 | |
| $782,620,910,160 | 242041 | 1007 | |
| $322,933,193,102 | 762 | 295 |
Explore More Retirement Advisors in Walnut Creek, California