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, individually owned RIA that serves high-net-worth individuals and families. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, charging fees as a percentage of assets under management while also using hourly and fixed-fee arrangements. It is registered to do business in Arizona and Wisconsin and appears to run a compact advisory operation rather than a broad multi-state platform. ESG is not indicated as an active investment focus.
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 1
Gregg 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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