Cedar Valley Capital LLC
Cedar Valley Capital LLC (CRD# 306303) is a financial advisory firm headquartered in Roswell, GA. They manage $50,640,000 in 27 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management51MILLION
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$1,875,556
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NC, NM, TX
Financial Advisors at Cedar Valley Capital LLC
1
Walter Hammond (CRD# 6096361) is an Investment Advisor Representative working at Cedar Valley Capital LLC in Roswell, GA and has over 10 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.