CEDAR MOUNTAIN ADVISORS, LLC
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
FINTRXOverview
Cedar Mountain Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2008. The firm serves both individual and family clients as well as institutional and business accounts. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Cedar Mountain also operates as an insurance broker, and its fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
1 of 1ADAM WOODS
Chief Investment OfficerCRD 3070064
Contacts
3 of 5DANIEL NANCE
Financial AdvisorCRD 2675638
NATHAN COFFEY
Financial AdvisorCRD 5700069
BRADLEY PATRICK
Founder & CCOCRD 2201228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$523M in ETFs
94%
$490M
6%
$33M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $84.4M | 395,176 | 16.13% |
Location
LAKE OSWEGO, OR
CLACKAMAS
Location
LAKE OSWEGO, OR
Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 5285 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
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