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CEDRUS
8241 South Continental Divide Road
Littleton, Colorado 80127
Tel: 720-724-2170
About CEDRUS
CEDRUS, formally registered with the SEC as CEDRUS. The firm was established in 03/05/2021. They have over 6 offices throughout the country.
CEDRUS is a Littleton, Colorado based Financial Planning firm with nearly $651,135,672 assets under management, offering retirement planning & investment advisory services to 2007 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312878 |
| SEC# | 801-120443 |
| Assets Managed by Firm | $651,135,672 |
| No. of Clients | 2007 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2007 | $651,135,672 |
| Individuals (other than high net worth individuals) | 629 | $160,139,565 |
| High net worth individuals | 131 | $397,446,070 |
| Pension and profit sharing plans | 7 | $3,943,224 |
| Charitable organizations | 10 | $72,152,355 |
| Corporations or other businesses | 10 | $17,454,458 |
More Retirement Planning firms in Littleton, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $134,279,160,181 | 188739 | 766 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 |
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