Cedar Mountain Advisors, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$892M

74% of AUM

Avg account

$492K

Accounts

2,433

Employees

Advisory reps

Firm details

Headquarters: Lake Oswego, Oregon
CRD number: 140339
Registered since: January 3, 2008
Website: www.cmapdx.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.79%
Pension & Profit Sharing Plans31.44%
Individuals18.28%
Corporations / Businesses0.44%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Cedar Mountain Advisors, LLC is an independent registered investment adviser structured as an LLC. The firm is SEC-registered (registration year 2008) and is owned by a mix of a domestic entity and individuals. Its client mix includes both individuals and families as well as institutional clients. Advisory services listed in regulatory filings cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. The firm also operates as an insurance broker and charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Cedar Mountain does not identify as an active ESG investor.