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CAERUS INVESTMENT ADVISORS, LLC
CAERUS INVESTMENT ADVISORS, LLC
2 registered advisors
·
CRD# 171716
SEC# 801-110401
0
650-906-7666
01
Firm Overview
AUM
$206M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at CAERUS INVESTMENT ADVISORS, LLC
2 registered advisors
Jessica Nadine Clark
WEST LAKE HILLS, Texas
CRD# 3147754
Michael Hoi-Ming Cheung
WEST LAKE HILLS, Texas
CRD# 5683262
05
Office Locations
WEST LAKE HILLS, Texas
2 advisors
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Data sourced from SEC Form ADV filings. CAERUS INVESTMENT ADVISORS, LLC (CRD# 171716) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.