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| Cerda Munoz Advisors Inc
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|
|---|---|
| CRD # | 170784 |
| SEC # | 801-122069 |
| CIK # | |
| AUM | $167.8 MM (2024-03-29) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 562-222-4525 |
| Address | 7720 Painter Ave Whittier, CA 90602 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 119.2 |
| (b) Individuals (high net worth individuals) | 41 | 45.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 808 | 167.8 |
| By Discretionary | ||
| Discretionary | 300 | 73.4 |
| Non-Discretionary | 508 | 94.4 |
| Total | 808 | 167.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.8 | |
| Total | 808 | 167.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Integrated Financial Solutions Inc
✚
|
VA | 0.2 |
|
Flying Point Financial Inc
✚
|
MA | 0.2 |
|
Ballast Asset Management LP
✚
|
TX | 0.2 |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 0.2 |
|
GEA Sphere LLC
✚
|
RI | 0.2 |
|
Echo45 Advisors LLC
✚
|
CA | 0.2 |
|
ECON Financial Services Corporation
✚
|
PA | 0.2 |
|
Browning Capital Management LLC
✚
|
OR | 0.2 |
|
Gunn & Company Investment Management Inc
✚
|
FL | 0.2 |
|
Mosaic Wealth Management LLC
✚
|
GA | 0.2 |