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

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