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CEDAR BROOK GROUP
CLEVELAND, OH
440-683-9200
SEC #801-112173Total AUM
$1.7B
Employees
42Clients
1,816Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5885 LANDERBROOK DRIVE
SUITE 200
CLEVELAND
OH 44124
United States
SUITE 200
CLEVELAND
OH 44124
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
440-683-9200
Other Offices
2
Financials
Total AUM
$1.7B
Accounts
4,265Discretionary
$1.6B
Accounts
4,217Non-Discretionary
$135.4M
Accounts
48
Clients
Individual Clients
1,183AUM
$335.2M
HNW Individual Clients
449AUM
$1.1B
Pension/Profit Sharing Plan Clients
74AUM
$155.6M
Charitable Organization Clients
31AUM
$57M
Corporation or Business Clients
22AUM
$28.1M
Other Clients
57AUM
$46.5M
Description of Other Clients
IRREVOCABLE TRUSTS AND ESTATES
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAILLAMAMDMINCNHNJNYOHPASCTNTXVAVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.