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 - 8 of 8 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 22 years of experience in the finance industry.

3
Robin J. Patinkin
CRD#: 4747060
120 S. Lasalle Street, Suite 1750, Chicago, IL 60603
96
Wealthminder
score

Robin Patinkin (CRD# 4747060) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 12 years of experience in the finance industry. Robin Patinkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
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 17 years of experience in the finance industry.

5
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 12 years of experience in the finance industry.

6
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.

7
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 37 years of experience in the finance industry.

8
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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