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Mills Allen Riddick

CEREDEX VALUE ADVISORS LLC·ORLANDO, Florida
Unclaimed Profile
301 EAST PINE STREET, ORLANDO, FL 32801CRD# 1058703Firm CRD# 146023
01

About

Mills Allen Riddick is a registered financial advisor based in ORLANDO, Florida, affiliated with CEREDEX VALUE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CEREDEX VALUE ADVISORS LLC
CEREDEX VALUE ADVISORS LLC
AUM
$6.2B
Regulatory assets under management
Employees
13
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1058703
Firm CRD# 146023
No disclosures on file
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05

Frequently Asked Questions

What services does Mills Allen Riddick offer?
Mills Allen Riddick specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.
What are Mills Allen Riddick's credentials?
Mills Allen Riddick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mills Allen Riddick located?
Mills Allen Riddick is based in ORLANDO, Florida, working with CEREDEX VALUE ADVISORS LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Mills Allen Riddick charge for services?
Mills Allen Riddick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CEREDEX VALUE ADVISORS LLC?
CEREDEX VALUE ADVISORS LLC has approximately 13 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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