Overview
Assets Under Management: $356 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 91
Average Client Assets: $3.3 million
Frequently Asked Questions
CEDAR ROWE PARTNERS 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 #108747), CEDAR ROWE PARTNERS is subject to fiduciary duty under federal law.
CEDAR ROWE PARTNERS is headquartered in ATLANTA, GA.
CEDAR ROWE PARTNERS serves 91 high-net-worth clients according to their SEC filing dated March 20, 2018. View client details ↓
According to their SEC Form ADV, CEDAR ROWE PARTNERS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
CEDAR ROWE PARTNERS manages $356 million in client assets according to their SEC filing dated March 20, 2018.
According to their SEC Form ADV, CEDAR ROWE PARTNERS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.25%
Average Client Assets: $3.3 million
Total Client Accounts: 542
Discretionary Accounts: 508
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 108747
Filing ID: 1180402
Last Filing Date: 2018-03-20 12:45:00