Overview
Assets Under Management: $1.7 billion
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 449
Average Client Assets: $2.4 million
Frequently Asked Questions
CEDAR BROOK GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290670), CEDAR BROOK GROUP is subject to fiduciary duty under federal law.
CEDAR BROOK GROUP is headquartered in CLEVELAND, OH.
CEDAR BROOK GROUP serves 449 high-net-worth clients according to their SEC filing dated March 24, 2024. View client details ↓
According to their SEC Form ADV, CEDAR BROOK GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CEDAR BROOK GROUP manages $1.7 billion in client assets according to their SEC filing dated March 24, 2024.
According to their SEC Form ADV, CEDAR BROOK GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 449
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.78%
Average Client Assets: $2.4 million
Total Client Accounts: 4,265
Discretionary Accounts: 4,217
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 290670
Filing ID: 1852030
Last Filing Date: 2024-03-24 16:19:00