CERDA MUNOZ ADVISORS, INC

WHITTIER, California·2 registered advisors·CRD# 170784
SEC# 801-1220691562-222-4525
01

Firm Overview

AUM
$168M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CERDA MUNOZ ADVISORS, INC

2 registered advisors
Aaron Octavio Munoz
WHITTIER, California
Hilberto Cerda
WHITTIER, California
05

Office Locations

WHITTIER, California
2 advisors

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Data sourced from SEC Form ADV filings. CERDA MUNOZ ADVISORS, INC (CRD# 170784) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.