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CEREDEX VALUE ADVISORS LLC

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

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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 StatusApproved
Firm CRD#146023
SEC#801-68739
Assets Managed by Firm$6,231,897,911
No. of Clients33
No. of Advisors13

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 ClientsAUM
Firm Total33$6,231,897,911
High net worth individualsFewer than 5 clients$18,216,376
Pension and profit sharing plans5$708,444,181
Charitable organizationsFewer than 5 clients$125,185,949
Corporations or other businessesFewer than 5 clients$2,992,805

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