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Building 2CEDAR MOUNTAIN ADVISORS, LLC

Map pinLAKE OSWEGO, OR
Phone503-224-6868
NotebookSEC #801-68704
Total AUM
$1.2B
Employees
10
Clients
890

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5285 MEADOWS RD
SUITE 360
LAKE OSWEGO
OR 97035
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
503-224-6868
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,433
Discretionary
$891.9M
Accounts
2,409
Non-Discretionary
$305.9M
Accounts
24

ContactClients

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Individual Clients
593
AUM
$219M
HNW Individual Clients
239
AUM
$596.4M
Pension/Profit Sharing Plan Clients
38
AUM
$376.5M
Charitable Organization Clients
13
AUM
$607.8K
Corporation or Business Clients
7
AUM
$5.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNHORTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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