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Building 2CEDAR SPRING ADVISORS, LLC

Map pin
Phone717-224-1238
NotebookSEC #801-127474
Total AUM
$169.4M
Employees
4
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
717-224-1238
Other Offices
2

ReceiptFinancials

Total AUM
$169.4M
Accounts
805
Discretionary
$151M
Accounts
721
Non-Discretionary
$18.4M
Accounts
84

ContactClients

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Individual Clients
231
AUM
$67.7M
HNW Individual Clients
53
AUM
$101.2M
Charitable Organization Clients
1
AUM
$452.3K

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
FLKYMDMINHNJPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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