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Building 2CERDA MUNOZ ADVISORS, INC

Map pinWHITTIER, CA
Phone562-222-4525
NotebookSEC #801-122069
Total AUM
$265.7M
Employees
7
Clients
675

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7720 PAINTER AVE
SUITE A
WHITTIER
CA 90602
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
562-222-4525
Other Offices
1

ReceiptFinancials

Total AUM
$265.7M
Accounts
902
Discretionary
$155.5M
Accounts
495
Non-Discretionary
$110.1M
Accounts
407

ContactClients

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Individual Clients
537
AUM
$132M
HNW Individual Clients
122
AUM
$129.7M
Pension/Profit Sharing Plan Clients
8
AUM
$2.7M
Corporation or Business Clients
8
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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