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Home > Retirement Planners > florida > orlando > CEREDEX VALUE ADVISORS LLC
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 $6,990,232,216 assets under management, offering retirement planning & investment advisory services to 42 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 | $6,990,232,216 |
| No. of Clients | 42 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 42 | $6,990,232,216 |
| High net worth individuals | Fewer than 5 clients | $15,775,997 |
| Pension and profit sharing plans | 9 | $696,884,635 |
| Charitable organizations | 6 | $360,144,210 |
| Corporations or other businesses | Fewer than 5 clients | $2,608,504 |
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