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Jeffrey Roland Cedarholm

LONGVIEW FINANCIAL ADVISORS, INC.·HUNTSVILLE, Alabama
Unclaimed Profile
4245 BALMORAL DRIVE, HUNTSVILLE, AL 35801CRD# 4581070Firm CRD# 122451
01

About

Jeffrey Roland Cedarholm is a registered financial advisor based in HUNTSVILLE, Alabama, affiliated with LONGVIEW FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LONGVIEW FINANCIAL ADVISORS, INC.
LONGVIEW FINANCIAL ADVISORS, INC.
AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LONGVIEW FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4581070
Firm CRD# 122451
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Roland Cedarholm offer?
Jeffrey Roland Cedarholm specializes in Financial Planning, Investment Management. Contact their office in HUNTSVILLE, Alabama for a consultation.
What are Jeffrey Roland Cedarholm's credentials?
Jeffrey Roland Cedarholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Roland Cedarholm located?
Jeffrey Roland Cedarholm is based in HUNTSVILLE, Alabama, working with LONGVIEW FINANCIAL ADVISORS, INC.. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.
How does Jeffrey Roland Cedarholm charge for services?
Jeffrey Roland Cedarholm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGVIEW FINANCIAL ADVISORS, INC.?
LONGVIEW FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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