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 16 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 25 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.