William
Allen
Cedrus LLC
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About this Advisor
William Allen is a financial advisor who works in Littleton, Colorado, with 2 years of relevant experience. Allen is currently employed by Cedrus LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Equitable Advisors, LLC and Cedrus LLC. Allen has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Colorado. Cedrus LLC is a firm headquartered in Littleton, CO. It has $476 million in assets between its 1,553 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 1,553 client accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Cedrus LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services are offered. Fees charged by Cedrus LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cedrus LLC Brokerage Details
$476,341,031
16
1,553
$306,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Allen Work History
William has been registered as a financial advisor for 2 years.*
Cedrus LLC
Equitable Advisors, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cedrus LLC
Littleton, CO
Littleton, CO
Littleton, CO
Broomfield, CO
Littleton, CO
Littleton, CO
Denver, CO
Littleton, CO
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