Cedar Wealth Management LLC
Legal Name: CEDAR WEALTH MANAGEMENT, LLC
Full Contact Details
Cedar Wealth Management LLC
1990 NORTH CALIFORNIA BLVD, 8TH FLOOR, WALNUT CREEK, CA
(415) 230-2757
(415) 213-2420
Other Info
Cedar Wealth Management LLC is a legally recognized California Limited Liability Company that operates with 4 employees, 3 of whom are invested in advisory roles. Although the number of clients that the firm serves is undisclosed, its most recent SEC status from January 4, 2016, lists it as Approved.
Home | Cedar Wealth Management
Skip to main content Client Login Home About Our Team Our Philosophy FAQ Wealth Management Cedar Asset Management Library Articles Economic News Market Updates Contact Home Cedar Wealth Management is a fee only independent wealth management firm providing investment management and financial plannin…
Direct Owners
-
NEIL JUBAILI
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
- Gemmer Asset Management LLC
- Boltwood Capital Management
- Garrison Point Advisors LLC
- Garrison Point Funds LLC
- Castle Rock Wealth Management LLC
- ASPIRE PLANNING ASSOCIATES, INC.
- Sierra Investment Partners Inc
- Prime Meridian Capital Management LLC
- Litman Gregory Asset Management LLC
- Capital Performance Advisors LLP
Top Holdings
- VANGUARD INDEX FDS TOTAL STK MKT $34,119k
- PHILIP MORRIS INTL $32,903k
- ALTRIA GROUP INC $20,364k
- VANGUARD INTL EQUITY INDEX F $12,750k
- VANGUARD STAR FD VG TL INTL STK F $12,659k
- VANGUARD MALVERN FDS $3,333k
- FLEXSHARES TR $2,408k
- ISHARES RUS $1,884k
- MONDELEZ INTL INC $1,660k
- PIMCO ETF TR $1,581k