Cedrus LLC

Cedrus LLC (CRD# 312878) is a financial advisory firm headquartered in Littleton, CO. They manage $651,135,672 in 2,007 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
8241 South Continental Divide Road, Littleton, CO 80127
https://www.cedrusfinancial.com/
By the Numbers
  • Total Assets Under Management
    651
    MILLION
  • Total Number of Accounts
    2,007
    ACCOUNTS
  • Average Account Value
    $324,432
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, IL, LA, MA, MI, NC, NE, NH, NJ, NM, NV, NY, OR, TX, VA, WA, WI

Financial Advisors at Cedrus LLC
Showing 11 - 15 of 15 top financial advisors.
11
Ted Lin, financial advisor Littleton CO
Ted K. Lin
CRD#: 7537044
8241 South Continental Divide Road, Littleton, CO 80127

Ted Lin (CRD# 7537044) is an Investment Advisor Representative working at Cedrus LLC in Littleton, CO and has over 2 years of experience in the finance industry.

12
Brandon Lorenz, financial advisor Littleton CO
Brandon Y. Lorenz
CRD#: 7278432
8241 South Continental Divide Road, Littleton, CO 80127

Brandon Lorenz (CRD# 7278432) is an Investment Advisor Representative working at Cedrus LLC in Littleton, CO and has over 3 years of experience in the finance industry.

13
Matthew Sharkey, financial advisor Littleton CO
Matthew W. Sharkey
CRD#: 7180053
8241 South Continental Divide Road, Littleton, CO 80127

Matthew Sharkey (CRD# 7180053) is an Investment Advisor Representative working at Cedrus LLC in Littleton, CO and has over 3 years of experience in the finance industry.

14
Ryan Walls, financial advisor Littleton CO
Ryan T. Walls
CRD#: 7013314
8241 South Continental Divide Road, Littleton, CO 80127

Ryan Walls (CRD# 7013314) is an Investment Advisor Representative working at Cedrus LLC in Littleton, CO and has over 3 years of experience in the finance industry.

15
Dylan Wheeler, financial advisor Littleton CO
Dylan B. Wheeler
CRD#: 7831731
8241 South Continental Divide Road, Littleton, CO 80127

Dylan Wheeler (CRD# 7831731) is an Investment Advisor Representative working at Cedrus LLC in Littleton, CO and has 1 year of experience in the finance industry.

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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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