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Home > Retirement Planners > california > whittier > CERDA MUNOZ ADVISORS, INC
CERDA MUNOZ ADVISORS, INC
7720 Painter Ave
Suite A
Whittier, California 90602
Tel: 562-222-4525
About CERDA MUNOZ ADVISORS, INC
CERDA MUNOZ ADVISORS, INC, formally registered with the SEC as CERDA MUNOZ ADVISORS, INC. The firm was established in 08/13/2021. They have over 2 offices throughout the country.
CERDA MUNOZ ADVISORS, INC is a Whittier, California based Financial Planning firm with nearly $167,800,791 assets under management, offering retirement planning & investment advisory services to 808 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170784 |
| SEC# | 801-122069 |
| Assets Managed by Firm | $167,800,791 |
| No. of Clients | 808 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 808 | $167,800,791 |
| Individuals (other than high net worth individuals) | 526 | $119,180,974 |
| High net worth individuals | 41 | $45,123,822 |
| Pension and profit sharing plans | 6 | $2,076,925 |
| Corporations or other businesses | 8 | $1,419,070 |
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