Overview
Assets Under Management: $209 million
Headquarters: WHITTIER, CA
High-Net-Worth Clients: 59
Average Client Assets: $1 million
Frequently Asked Questions
CERDA MUNOZ ADVISORS, INC 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 #170784), CERDA MUNOZ ADVISORS, INC is subject to fiduciary duty under federal law.
CERDA MUNOZ ADVISORS, INC is headquartered in WHITTIER, CA.
CERDA MUNOZ ADVISORS, INC serves 59 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, CERDA MUNOZ ADVISORS, INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CERDA MUNOZ ADVISORS, INC manages $209 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, CERDA MUNOZ ADVISORS, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 810
Discretionary Accounts: 378
Non-Discretionary Accounts: 432
Regulatory Filings
CRD Number: 170784
Filing ID: 1966684
Last Filing Date: 2025-03-25 05:32:00
Website: https://cerdamunoz.com