Investment adviser · CRD 290670
CEDAR BROOK GROUP
Investment adviser filing (IA)
CEDAR BROOK FINANCIAL PARTNERS, LLC
CLEVELAND, OH, United States · Form ADV filed Mar 24, 2024
- Regulatory AUM
- $1.72B Form ADV · Item 5.F
- Client accounts
- 4,265 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 449 | $1,096,246,813 | 63.8% |
| Individuals | 1,183 | $335,166,038 | 19.5% |
| Retirement plans | 74 | $155,643,886 | 9.1% |
| Charities | 31 | $57,001,027 | 3.3% |
| Other clients | 57 | $46,549,473 | 2.7% |
| Corporations & businesses | 22 | $28,066,983 | 1.6% |
Filing source
Form ADV 1852030 · Mar 24, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5885 LANDERBROOK DRIVE, SUITE 200CLEVELAND, OH, 44124, United States
CRD 290670
Filing source
Form ADV 1852030 · Mar 24, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.