5285 Meadows Rd
Suite 360
Lake Oswego, Oregon 97035
Tel: 503-224-6868
CEDAR MOUNTAIN ADVISORS, LLC, formally registered with the SEC as CEDAR MOUNTAIN ADVISORS, LLC. The firm was established in 01/03/2008. They have over 3 offices throughout the country.
CEDAR MOUNTAIN ADVISORS, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $726,914,201 assets under management, offering retirement planning & investment advisory services to 2228 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 140339 |
SEC# | 801-68704 |
Assets Managed by Firm | $726,914,201 |
No. of Clients | 2228 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2228 | $726,914,201 |
Individuals (other than high net worth individuals) | 555 | $185,306,999 |
High net worth individuals | 155 | $320,927,118 |
Pension and profit sharing plans | 31 | $212,975,382 |
Corporations or other businesses | 7 | $7,704,702 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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