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CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR RAPIDS, Iowa
·
3 registered advisors
·
CRD# 317532
SEC# 801-123161
0
(800) 501-6403
01
Firm Overview
AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CEDAR POINT CAPITAL PARTNERS, LLC
3 registered advisors
Bridget Celia Davis
CEDAR RAPIDS, Iowa
CRD# 6819298
David Brian Ernst
CEDAR RAPIDS, Iowa
CRD# 2473858
Trent Lee Von Ahsen
CEDAR RAPIDS, Iowa
CRD# 5362122
05
Office Locations
CEDAR RAPIDS, Iowa
3 advisors
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Data sourced from SEC Form ADV filings. CEDAR POINT CAPITAL PARTNERS, LLC (CRD# 317532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.