Overview
Assets Under Management: $209 million
Headquarters: WHITTIER, CA
High-Net-Worth Clients: 3
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.87
Average High-Net-Worth Client Assets: $40 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