Cedar Brook Financial Partners LLC

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Assets, Funds, Holdings

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Cedar Brook Financial Partners LLC
CRD #290670
SEC #801-112173
CIK #0001767302
AUM
Employees 46 (46% Investors, 43% Brokers)
Phone440-683-9200
Address5885 Landerbrook Drive
Cleveland, OH 44124
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
18001440108072036002009201420192025
CIK Period
0001767302
Sector Form 13F Holdings Value ($M)
Automatic Data Processing Inc 0.3
Microsoft Corp 0.2
Facebook Inc 0.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,279 299.5
(b) Individuals (high net worth individuals) 445 955.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 83 166.5
(h) Charitable organizations 32 40.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 21 27.5
(n) Other 55 43.1
Total 4,394 1,533.0
By Discretionary
Discretionary 4,336 1,380.5
Non-Discretionary 58 152.5
Total 4,394 1,533.0
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 1,531.4
Total 4,394 1,533.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001767302]
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