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CEDAR BROOK FINANCIAL PARTNERS, LLC
CEDAR BROOK FINANCIAL PARTNERS, LLC
CEDAR BROOK GROUP
CLEVELAND, Ohio
·
5 registered advisors
·
CRD# 290670
SEC# 801-112173
2
440-683-9200
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 Planning
Investment Management
Wealth Management
04
Advisors at CEDAR BROOK FINANCIAL PARTNERS, LLC
5 registered advisors
Azim Nakhooda
CLEVELAND, Ohio
CRD# 2913470
Carlton S. Fernyak
CLEVELAND, Ohio
CRD# 6969437
Howard Alan Slater
CLEVELAND, Ohio
CRD# 2447823
Kelly Ann Smith
CLEVELAND, Ohio
CRD# 2521388
William David Glubiak
CLEVELAND, Ohio
CRD# 2552443
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
.