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| Happy Holidays!! thanks for using AUM13F!! |
| Cerda Munoz Advisors Inc
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| CRD # | 170784 |
| SEC # | 801-122069 |
| CIK # | |
| AUM | $209.2 M (2025-03-25) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 562-222-4525 |
| Address | 7720 Painter Ave Whittier, CA 90602 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 529 | 119.0 |
| (b) Individuals (high net worth individuals) | 59 | 86.2 |
| (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 | 2.6 |
| (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 | 7 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 810 | 209.2 |
| By Discretionary | ||
| Discretionary | 378 | 117.9 |
| Non-Discretionary | 432 | 91.3 |
| Total | 810 | 209.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.2 | |
| Total | 810 | 209.2 |
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|---|---|---|
|
Pacific Park Financial Inc
✚
|
CA | 0.2 |
|
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TN | 0.2 |
|
Mosaic Wealth Management LLC
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0.2 | |
|
Intervest Ltd
✚
|
MD | 0.2 |
|
Olympic Wealth Management LLC
✚
|
WA | 0.2 |
|
MOS Capital Inc
✚
|
FL | 0.2 |
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Allied Portfolio Management Inc
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|
AZ | 0.2 |
|
Waypoint Wealth Management LLC
✚
|
MD | 0.2 |
|
Wealth Management Corporation of America Inc
✚
|
FL | 0.2 |