Overview
Assets Under Management: $1.2 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 205
Average Client Assets: $3.9 million
Frequently Asked Questions
CEDAR HILL ASSOCIATES, LLC 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 #147206), CEDAR HILL ASSOCIATES, LLC is subject to fiduciary duty under federal law.
CEDAR HILL ASSOCIATES, LLC is headquartered in CHICAGO, IL.
CEDAR HILL ASSOCIATES, LLC serves 205 high-net-worth clients according to their SEC filing dated July 02, 2018. View client details ↓
According to their SEC Form ADV, CEDAR HILL ASSOCIATES, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CEDAR HILL ASSOCIATES, LLC manages $1.2 billion in client assets according to their SEC filing dated July 02, 2018.
According to their SEC Form ADV, CEDAR HILL ASSOCIATES, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.09%
Average Client Assets: $3.9 million
Total Client Accounts: 1,282
Discretionary Accounts: 1,029
Non-Discretionary Accounts: 253
Regulatory Filings
CRD Number: 147206
Filing ID: 1223008
Last Filing Date: 2018-07-02 10:37:00