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Cerda Munoz Advisors, Inc

● SEC registered since 2021CRD 170784SEC# 801-122069Whittier, CA
Export (members)
Reg. AUM
$209.2M
Employees
7
Accounts
810
Location
Whittier, CA

Cerda Munoz Advisors, Inc assets under management

Cerda Munoz Advisors, Inc is an SEC-registered investment adviser based in Whittier, CA. The firm has been registered since 2021. It reports $209.2 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/cerda-munoz-inc/aboutView on SEC.gov ↗

Cerda Munoz Advisors, Inc owners & executives

2 reported
NameTitleOwnershipSince
Aaron Octavio Munoz ControlPresident, Chief Compliance Officer50-75%2013
Hilberto Cerda ControlChief Financial Officer, Secretary50-75%2013

Frequently asked questions

How much does Cerda Munoz Advisors, Inc manage?

Cerda Munoz Advisors, Inc reports $209.2 million in regulatory assets under management on its Form ADV.

How many employees does Cerda Munoz Advisors, Inc have?

Cerda Munoz Advisors, Inc reports 7 employees.

Where is Cerda Munoz Advisors, Inc located?

Cerda Munoz Advisors, Inc is based in Whittier, CA and has been SEC-registered since 2021.

Does Cerda Munoz Advisors, Inc disclose fund performance?

Cerda Munoz Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7720 Painter Ave, Suite a, Whittier, CA 90602
Phone562-222-4525
Fax562-667-2130
Office hours8:30a.m. - 5:30p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.9M
Non-discretionary$91.3M
Total (RAUM)$209.2M