James
Munroe

Cedrus LLC

CRD#7264740
Investment Advisor
in Hurst, TX

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About this Advisor

James Munroe is a financial advisor based in Hurst, Texas who has 1 year of relevant experience. Munroe is currently employed by Cedrus LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Campus Crusade, Maze Ministries, Cedrus LLC and Gateway Church. Munroe maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Texas. Cedrus LLC is a registered investment firm that has its headquarters in Littleton, CO. It manages $476 million in assets under management across its 1,553 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,553 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets. Cedrus LLC provides 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 for financial advice depend on which service is provided. However, fees charged by Cedrus LLC likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Hurst, TX

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Cedrus LLC Brokerage Details

Total Assets Under Management

$476,341,031

TX Average: $2,349,664,866
Total Number of Employees

16

TX Average: 28
Total Number of Accounts

1,553

TX Average: 1,101
Average Account Size

$306,723

TX Average: $2,134,119

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

James Munroe Work History

James has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Cedrus LLC

2020 - 2020 (< 1 year)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Gateway Church

2015 - 2019 (4 years)

Campus Crusade

2006 - 2015 (9 years)

Maze Ministries

*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 James Munroe 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

Ryan Walls
Littleton, CO
Matthew Sharkey
Littleton, CO
Jeremy Fawcett
Littleton, CO
Benton Ellis
Littleton, CO
Tyler Graeve
Littleton, CO
Ted Lin
Broomfield, CO
Dustin Mcdonald
Denver, CO
Andrew Cormack
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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