Overview
Assets Under Management: $651 million
Headquarters: LITTLETON, CO
High-Net-Worth Clients: 131
Average Client Assets: $3 million
Frequently Asked Questions
CEDRUS HOLDING CO, 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 #312878), CEDRUS HOLDING CO, LLC is subject to fiduciary duty under federal law.
CEDRUS HOLDING CO, LLC is headquartered in LITTLETON, CO.
CEDRUS HOLDING CO, LLC 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 HOLDING CO, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CEDRUS HOLDING CO, LLC manages $651 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, CEDRUS HOLDING CO, LLC 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 High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,007
Discretionary Accounts: 2,007
Regulatory Filings
CRD Number: 312878
Last Filing Date: 2025-02-03 00:00:00
Website: https://srscap.com