Overview
Assets Under Management: $651 million
Headquarters: LITTLETON, CO
High-Net-Worth Clients: 131
Average Client Assets: $3.0 million
Frequently Asked Questions
CEDRUS 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 #312878), CEDRUS is subject to fiduciary duty under federal law.
CEDRUS is headquartered in LITTLETON, CO.
CEDRUS serves 131 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, CEDRUS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CEDRUS manages $651 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, CEDRUS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.04%
Average Client Assets: $3.0 million
Total Client Accounts: 2,007
Discretionary Accounts: 2,007
Regulatory Filings
CRD Number: 312878
Filing ID: 1934841
Last Filing Date: 2025-02-03 13:18:00