301 East Pine Street
Suite 500
Orlando, Florida 32801
Tel: 407-674-1270
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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