Cedar Brook Group

Cedar Brook Group (CRD# 290670) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,718,674,220 in 4,265 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
5885 Landerbrook Drive, Suite 200, Cleveland, OH 44124
http://msfaonline.com
By the Numbers
  • Total Assets Under Management
    1,719
    MILLION
  • Total Number of Accounts
    4,265
    ACCOUNTS
  • Average Account Value
    $402,972
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT

Financial Advisors at Cedar Brook Group
Showing 1 - 2 of 2 top financial advisors.
1
William Hawke, financial advisor Cleveland OH
William R. Hawke
CRD#: 702118
5885 Landerbrook Drive, Suite 200, Cleveland, OH 44124

William Hawke (CRD# 702118) is an Investment Advisor Representative working at Cedar Brook Group in Cleveland, OH and has over 30 years of experience in the finance industry.

2
Brian Morton, financial advisor Cleveland OH
Brian Morton
CRD#: 6188699
5885 Landerbrook Drive, Suite 200, Cleveland, OH 44124

Brian Morton (CRD# 6188699) is an Investment Advisor Representative working at Cedar Brook Group in Cleveland, OH and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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