|
⚲
|
| Cedar Spring Advisors LLC
✚
| |
|---|---|
| CRD # | 289329 |
| SEC # | 801-127474 |
| CIK # | |
| AUM | $115.4 MM (2024-07-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 717-224-1238 |
| Address | 2939 Spring Valley Rd Lancaster, PA 17601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 60.4 |
| (b) Individuals (high net worth individuals) | 30 | 54.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 115.4 |
| By Discretionary | ||
| Discretionary | 533 | 94.7 |
| Non-Discretionary | 133 | 20.7 |
| Total | 666 | 115.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.4 | |
| Total | 666 | 115.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Avocet Capital Management LLC
✚
|
IL | 0.1 |
|
JOSS Brown Wealth Advisors Group LLC
✚
|
VA | 0.1 |
|
UP Strategic Wealth Investment Advisors LLC
✚
|
PA | 0.1 |
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
White & Company Financial Planning Inc
✚
|
WA | 0.1 |
|
Flatrock Wealth Partners LLC
✚
|
CA | 0.1 |
|
Wealthtech Partners LLC
✚
|
CA | 0.1 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.1 |
|
PSC Financial LLC
✚
|
MN | 0.1 |