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Building 2CEDAR CAPITAL, LLC

Map pin
Phone312-285-5737
NotebookSEC #801-80836
Total AUM
$30.9M
Employees
3
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 5:00
Monday - Friday
Phone
312-285-5737

ReceiptFinancials

Total AUM
$30.9M
Accounts
128
Discretionary
$30.9M
Accounts
128
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6.4M
HNW Individual Clients
38
AUM
$24.5M

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
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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