CEDAR POINT CAPITAL PARTNERS, LLC

329 12th Ave Se
Suite 106
Cedar Rapids, Iowa 52401
Tel: (800) 501-6403

About CEDAR POINT CAPITAL PARTNERS, LLC

CEDAR POINT CAPITAL PARTNERS, LLC, formally registered with the SEC as CEDAR POINT CAPITAL PARTNERS, LLC. The firm was established in 02/03/2022. They have over 1 offices throughout the country.

CEDAR POINT CAPITAL PARTNERS, LLC is a Cedar Rapids, Iowa based Financial Planning firm with nearly $174,907,856 assets under management, offering retirement planning & investment advisory services to 1115 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317532
SEC#	801-123161
Assets Managed by Firm	$174,907,856
No. of Clients	1115
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (PORTFOLIO MONITORING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1115	$174,907,856
Individuals (other than high net worth individuals)	365	$69,252,722
High net worth individuals	83	$98,650,560
Charitable organizations	2	$6,872,924
Corporations or other businesses	2	$131,650

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AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$87,368,733,496	448526	3312
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383

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