Cedar Wealth Management

Cedar Wealth Management (CRD# 167149) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $357,645,726 in 212 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1990 North California Blvd, 8th Floor, Walnut Creek, CA 94596
http://www.cedarwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $1,687,008
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, KY, OH, TN, TX, WA

Financial Advisors at Cedar Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Vittorio Fratta, financial advisor Walnut Creek CA
Vittorio Fratta
CRD#: 5003856
1990 North California Blvd., 8th Floor, Walnut Creek, CA 94596

Vittorio Fratta (CRD# 5003856) is an Investment Advisor Representative working at Cedar Wealth Management in Walnut Creek, CA and has 1 year of experience in the finance industry.

2
William Hazel, financial advisor Lakewood Ranch FL
William E. Hazel
CRD#: 2105397
Lakewood Ranch, FL

William Hazel (CRD# 2105397) is an Investment Advisor Representative working at Cedar Wealth Management in Lakewood Ranch, FL and has over 30 years of experience in the finance industry.

3
Neil Jubaili, financial advisor Walnut Creek CA
Neil Jubaili
CRD#: 4529109
1990 North California Blvd, 8th Floor, Walnut Creek, CA 94596

Neil Jubaili (CRD# 4529109) is an Investment Advisor Representative working at Cedar Wealth Management in Walnut Creek, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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