CEDAR BROOK FINANCIAL PARTNERS, LLC

CEDAR BROOK GROUP
CLEVELAND, Ohio·5 registered advisors·CRD# 290670
SEC# 801-1121732440-683-9200
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CEDAR BROOK FINANCIAL PARTNERS, LLC

5 registered advisors
Azim Nakhooda
CLEVELAND, Ohio
Carlton S. Fernyak
CLEVELAND, Ohio
Howard Alan Slater
CLEVELAND, Ohio
Kelly Ann Smith
CLEVELAND, Ohio
William David Glubiak
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. CEDAR BROOK FINANCIAL PARTNERS, LLC (CRD# 290670) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.