Cerda Munoz Advisors, Inc.

Cerda Munoz Advisors, Inc. (CRD# 170784) is a financial advisory firm headquartered in Downey, CA. They manage $34,885,495 in 308 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $113,265
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Cerda Munoz Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Aaron O. Munoz
CRD#: 2706327
10821 Paramount Blvd, Downey, CA 90241
96
Wealthminder
score

Aaron Munoz (CRD# 2706327) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Downey, CA and has over 19 years of experience in the finance industry. Aaron Munoz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Hilberto Cerda
CRD#: 4909553
10821 Paramount Blvd, Downey, CA 90241
76
Wealthminder
score

Hilberto Cerda (CRD# 4909553) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Downey, CA and has over 10 years of experience in the finance industry. Hilberto Cerda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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