Cedar Hill Associates, LLC

Cedar Hill Associates, LLC (CRD# 147206) is a financial advisory firm headquartered in Rosemont, IL. They manage $1,209,320,384 in 1,236 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,209
    MILLION
  • Total Number of Accounts
    1,236
    ACCOUNTS
  • Average Account Value
    $978,415
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MN, NY, TX, WI

Financial Advisors at Cedar Hill Associates, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Alan (. Cole
CRD#: 3035430
120 S. Lasalle Street, Suite 1750, Chicago, IL 60603
96
Wealthminder
score

Alan Cole (CRD# 3035430) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

2
Christopher I. Engelman
CRD#: 2436374
120 S. Lasalle Street, Suite 1750, Chicago, IL 60603
96
Wealthminder
score

Christopher Engelman (CRD# 2436374) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

3
Debbiann Frenzel
CRD#: 3042634
120 S. Lasalle Street, Suite 1750, Chicago, IL 60603
93
Wealthminder
score

Debbiann Frenzel (CRD# 3042634) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

4
Asha T. Goldstein
CRD#: 4739422
6111 N River Road, Suite 1100, Rosemont, IL 60018
93
Wealthminder
score

Asha Goldstein (CRD# 4739422) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Rosemont, IL and has over 13 years of experience in the finance industry.

5
Daniel A. Jones
CRD#: 1631929
120 S. Lasalle Street, Suite 1750, Chicago, IL 60603
93
Wealthminder
score

Daniel Jones (CRD# 1631929) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

6
Daniel C. Kriser
CRD#: 275632
120 S. Lasalle Street, Suite 1750, Chicago, IL 60603
93
Wealthminder
score

Daniel Kriser (CRD# 275632) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 38 years of experience in the finance industry.

7
John C. Kearney
CRD#: 4702058
6111 N River Road, Suite 1100, Rosemont, IL 60018
90
Wealthminder
score

John Kearney (CRD# 4702058) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Rosemont, IL and has 1 year of experience in the finance industry.

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