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Bridget Celia Davis

CEDAR POINT CAPITAL PARTNERS, LLC·CEDAR RAPIDS, Iowa
Unclaimed Profile
329 12TH AVE SE, CEDAR RAPIDS, IA 52401CRD# 6819298Firm CRD# 317532
01

About

Bridget Celia Davis is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with CEDAR POINT CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR POINT CAPITAL PARTNERS, LLC
AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CEDAR POINT CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6819298
Firm CRD# 317532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bridget Celia Davis offer?
Bridget Celia Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Bridget Celia Davis's credentials?
Bridget Celia Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bridget Celia Davis located?
Bridget Celia Davis is based in CEDAR RAPIDS, Iowa, working with CEDAR POINT CAPITAL PARTNERS, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Bridget Celia Davis charge for services?
Bridget Celia Davis'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 CEDAR POINT CAPITAL PARTNERS, LLC?
CEDAR POINT CAPITAL PARTNERS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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