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Building 2CEDARSTONE ADVISORS

Map pinTHOUSAND OAKS, CA
Phone(888) 571-5582
NotebookSEC #801-112625
Total AUM
$198.4M
Employees
3
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3125 OLD CONEJO ROAD
UNIT 7
THOUSAND OAKS
CA 91320
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(888) 571-5582

ReceiptFinancials

Total AUM
$198.4M
Accounts
197
Discretionary
$198.4M
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$28.2M
HNW Individual Clients
98
AUM
$169.4M
Pension/Profit Sharing Plan Clients
1
AUM
$176.2K
Charitable Organization Clients
1
AUM
$300.9K
Corporation or Business Clients
1
AUM
$331.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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