Cedar Rock Investment Advisors
Cedar Rock Investment Advisors (CRD# 143327) is a financial advisory firm headquartered in , . They manage $5,298,691 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$230,378
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Catherine Ryan (CRD# 2990811) is an Investment Advisor Representative working at Cedar Rock Investment Advisors in Leominster, MA and has over 19 years of experience in the finance industry.