Cerda Munoz Advisors, Inc.

Cerda Munoz Advisors, Inc. (CRD# 170784) is a financial advisory firm headquartered in Whittier, CA. They manage $167,800,791 in 808 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7720 Painter Ave, Suite A, Whittier, CA 90602
https://www.facebook.com/cerdamunoz.com
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $207,674
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Cerda Munoz Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Hilberto Cerda, financial advisor Whittier CA
Hilberto Cerda
CRD#: 4909553
7720 Painter Ave, Suite A, Whittier, CA 90602

Hilberto Cerda (CRD# 4909553) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Whittier, CA and has over 18 years of experience in the finance industry.

2
Aaron Munoz, financial advisor Whittier CA
Aaron O. Munoz
CRD#: 2706327
7720 Painter Ave, Suite A, Whittier, CA 90602

Aaron Munoz (CRD# 2706327) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Whittier, CA and has over 26 years of experience in the finance industry.

3
William Torres, financial advisor Los Angeles CA
William F. Torres
CRD#: 4316221
500 Citadel Dr. #330, Los Angeles, CA 90040

William Torres (CRD# 4316221) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Los Angeles, CA and has over 22 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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