BIG CEDAR INVESTMENT ADVISORS
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 281788
- Website
- bigcedaradvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.62%
- Individuals3.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Big Cedar Investment Advisors is an independent RIA structured as a limited liability company and owned by an individual. The firm serves an individual and family client base and offers financial planning alongside discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser or pension consultant; its SEC registration year is not listed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1Gregg Tushaus
Chief Executive OfficerCRD 6571731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 37850 N 93rd Pl
- Time zone
- MT (UTC-7)
- Office locations
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