Cedar Wing LLC
Firm details
- Headquarters
- Shelburne, Vermont
- CRD number
- 341542
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cedar Wing LLC is a limited liability company that provides portfolio management services geared toward individuals and small businesses. The firm charges fees as a percentage of assets under management and is not positioned as a capital allocator or pension consultant. Regulatory and organizational details in the source are limited: the adviser is not identified as multi-state, is not an active ESG investor, and is not classified within FINTRX’s typical adviser categories. An industry affiliation with an accountant is noted, which may reflect the firm’s professional network or the background of its principals.
Assets & Accounts
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
Contacts
1 of 1Seth Anderson
CRD 8243688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shelburne, VT
Chittenden
Location
Shelburne, VT
Headquartered in Shelburne, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- Chittenden
- Address
- 145 Pine Haven Shores Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Antoine Williams & Associates Wealth Management, LLC
RIAShelburne, VT
M. Kraus & Company
RIAShelburne, VT
Shipwright Advisors
RIABurlington, VT
Pathway Financial Advisors, LLC
RIASouth Burlington, VT
Prentiss Smith & Company, Inc.
RIABrattleboro, VT
Otto & Associates, Inc.
RIANorwich, VT