CEREDEX VALUE ADVISORS LLC

301 East Pine Street
Suite 500
Orlando, Florida 32801
Tel: 407-674-1270

About CEREDEX VALUE ADVISORS LLC

CEREDEX VALUE ADVISORS LLC, formally registered with the SEC as CEREDEX VALUE ADVISORS LLC. The firm was established in 01/15/2008. They have over 1 offices throughout the country.

CEREDEX VALUE ADVISORS LLC is a Orlando, Florida based Financial Planning firm with nearly $6,231,897,911 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146023
SEC#	801-68739
Assets Managed by Firm	$6,231,897,911
No. of Clients	33
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (INVESTMENT MODEL DELIVERY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	33	$6,231,897,911
High net worth individuals	Fewer than 5 clients	$18,216,376
Pension and profit sharing plans	5	$708,444,181
Charitable organizations	Fewer than 5 clients	$125,185,949
Corporations or other businesses	Fewer than 5 clients	$2,992,805

More Retirement Planning firms in Orlando, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Orlando, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.