Cederian Investments, LLC

Cederian Investments, LLC (CRD# 150925) is a financial advisory firm headquartered in American Fork, UT. They manage $15,050,000 in 115 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $130,870
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)
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, LA, UT

Financial Advisors at Cederian Investments, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jason H. Lindquist
CRD#: 5728205
947 S. 500 E. Ste. 302, American Fork, UT 84003
93
Wealthminder
score

Jason Lindquist (CRD# 5728205) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has over 8 years of experience in the finance industry.

2
Daniel C. Carr
CRD#: 6647093
947 S 500 E Ste 302, American Fork, UT 84003
90
Wealthminder
score

Daniel Carr (CRD# 6647093) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has 1 year of experience in the finance industry.

3
Matthew J. Malstrom
CRD#: 5956316
947 S 500 E Ste 302, American Fork, UT 84003
90
Wealthminder
score

Matthew Malstrom (CRD# 5956316) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has over 5 years of experience in the finance industry.

4
Seth B. Merrill
CRD#: 5728202
947 S. 500 E. Ste. 302, American Fork, UT 84003
90
Wealthminder
score

Seth Merrill (CRD# 5728202) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has 1 year of experience in the finance industry.

5
Kyle R. Slager
CRD#: 4668617
947 S 500 E Ste 302, American Fork, UT 84003
90
Wealthminder
score

Kyle Slager (CRD# 4668617) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has over 4 years of experience in the finance industry.

6
Brent P. Dunn
CRD#: 6490818
947 S 500 E Ste 302, American Fork, UT 84003
88
Wealthminder
score

Brent Dunn (CRD# 6490818) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has 1 year of experience in the finance industry.

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