CEDAR MOUNTAIN ADVISORS, LLC

LAKE OSWEGO, Oregon·2 registered advisors·CRD# 140339

SEC# 801-687042503-224-6868

01

Firm Overview

AUM

$870M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CEDAR MOUNTAIN ADVISORS, LLC

2 registered advisors

LAKE OSWEGO, Oregon

Bradley Dean Patrick

LAKE OSWEGO, Oregon

05

Office Locations

LAKE OSWEGO, Oregon

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Data sourced from SEC Form ADV filings. CEDAR MOUNTAIN ADVISORS, LLC (CRD# 140339) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.