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CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR RAPIDS, IA
(800) 501-6403
SEC #801-123161Total AUM
$248.1M
Employees
7Clients
300Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
329 12TH AVE SE
SUITE 106
CEDAR RAPIDS
IA 52401
United States
SUITE 106
CEDAR RAPIDS
IA 52401
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
(800) 501-6403
Financials
Total AUM
$248.1M
Accounts
969Discretionary
$248.1M
Accounts
969Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
190AUM
$75.5M
HNW Individual Clients
104AUM
$164.6M
Charitable Organization Clients
3AUM
$7.7M
Corporation or Business Clients
3AUM
$300.6K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.