Cedar Mountain Advisors, LLC is a large advisory firm based in Portland. It manages $500.5 million of regulatory assets for 1,698 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.
Cedar Mountain Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cedar Mountain Advisors, LLC is $500.5 million. The firm's AUM has grown by 1595% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cedar Mountain Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Cedar Mountain Advisors is high net worth individuals with 95 clients and $185.2 million of assets under management. Among the 6 most similar advisory firms, Cedar Mountain Advisors has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $500.5 million for 661 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cedar Mountain Advisors doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cedar Mountain Advisors, LLC performs its advisory services is located at 1750 Sw Harbor Way, Portland, OR 97201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-224-6868 or by fax 503-224-6887. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at cmapdx.com.