806 Howard St
Suite 200
South Bend, Indiana 46617
Tel: (855) 242-3737
CERES PARTNERS, LLC, formally registered with the SEC as CERES PARTNERS, LLC. The firm was established in 10/26/2018. They have over 3 offices throughout the country.
CERES PARTNERS, LLC is a South Bend, Indiana based Financial Planning firm with nearly $1,601,250,305 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 290937 |
SEC# | 801-114192 |
Assets Managed by Firm | $1,601,250,305 |
No. of Clients | 5 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5 | $1,601,250,305 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
Explore More Retirement Advisors in South Bend, Indiana