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Hilberto Cerda

CERDA MUNOZ ADVISORS, INC·WHITTIER, California
Unclaimed Profile
7720 PAINTER AVE, WHITTIER, CA 90602CRD# 4909553Firm CRD# 170784
01

About

Hilberto Cerda is a registered financial advisor based in WHITTIER, California, affiliated with CERDA MUNOZ 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
03

Firm Overview

Firm
CERDA MUNOZ ADVISORS, INC
CERDA MUNOZ ADVISORS, INC
AUM
$168M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CERDA MUNOZ ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4909553
Firm CRD# 170784
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Hilberto Cerda offer?
Hilberto Cerda specializes in Financial Planning, Investment Management. Contact their office in WHITTIER, California for a consultation.
What are Hilberto Cerda's credentials?
Hilberto Cerda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hilberto Cerda located?
Hilberto Cerda is based in WHITTIER, California, working with CERDA MUNOZ ADVISORS, INC. Their office serves clients in the WHITTIER metropolitan area and surrounding communities.
How does Hilberto Cerda charge for services?
Hilberto Cerda's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERDA MUNOZ ADVISORS, INC?
CERDA MUNOZ ADVISORS, INC has approximately 7 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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