Cedar Mountain Advisors, LLC
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Overview
Cedar Mountain Advisors, LLC is located at 5285 Meadows Rd, Lake Oswego, OR. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Cedar Mountain Advisors, LLC is not a registered broker-dealer.
Cedar Mountain Advisors, LLC oversees $870.1 million in assets under management across 2,364 accounts, of which 2,335 are discretionary and 29 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The firm caters to retail investors, high net worth investors, pension plans, and corporations, with retail investors being the largest client type by accounts. The fee structure at Cedar Mountain Advisors, LLC includes asset-based, hourly, and fixed fees. The firm has 194 high net worth clients.
Cedar Mountain Advisors, LLC is registered in the states of Arizona, California, Colorado, Florida, New Hampshire, Oregon, Pennsylvania, Texas, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cedar Mountain Advisors, LLC by the Numbers
$870.1 million
10
2,364
$368.0 thousand
Products and Services
Cedar Mountain Advisors, LLC offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. In the past fiscal year, Cedar Mountain Advisors, LLC provided 45301 of its accounts with financial planning services. The Firm does not sell products or offer services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically vary depending on the type of services provided. Fees billed by Cedar Mountain Advisors, LLC can consist of any blend of the following fee types: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors, high net worth investors, pension plans, and corporations. Out of its 4 clients, Cedar Mountain Advisors, LLC's biggest client type by number of accounts is high net worth investors, but it also manages money for 194 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 24.74%
- Other Individuals - 68.24%
- Corporations - 7.02%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cedar Mountain Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cedar Mountain Advisors, LLC
Portland, OR
Lake Oswego, OR
Lake Oswego, OR
Portland, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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