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Adam Lee Woods

CEDAR MOUNTAIN ADVISORS, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
5285 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 3070064Firm CRD# 140339
01

About

Adam Lee Woods is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with CEDAR MOUNTAIN ADVISORS, 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 MOUNTAIN ADVISORS, LLC
CEDAR MOUNTAIN ADVISORS, LLC
AUM
$870M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CEDAR MOUNTAIN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3070064
Firm CRD# 140339
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Lee Woods offer?
Adam Lee Woods specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Adam Lee Woods's credentials?
Adam Lee Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Lee Woods located?
Adam Lee Woods is based in LAKE OSWEGO, Oregon, working with CEDAR MOUNTAIN ADVISORS, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Adam Lee Woods charge for services?
Adam Lee Woods'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 MOUNTAIN ADVISORS, LLC?
CEDAR MOUNTAIN ADVISORS, LLC has approximately 10 employees and manages $870M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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