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Building 2CEDAR FINANCIAL ADVISORS, LLC

Map pinBEAVERTON, OR
Phone503-512-5890
NotebookSEC #801-121484
Total AUM
$121.4M
Employees
3
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3853 SW HALL BOULEVARD
BEAVERTON
OR 97005-2049
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
503-512-5890

ReceiptFinancials

Total AUM
$121.4M
Accounts
420
Discretionary
$121.4M
Accounts
420
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$12.5M
HNW Individual Clients
43
AUM
$108.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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

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