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CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339 · SEC 801-68704
5285 MEADOWS RD, SUITE 360, LAKE OSWEGO, OR, 97035, United States
Phone
503-224-6868
Fax
503-224-6887
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.20B
Discretionary AUM
$891.9M
Team
10 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 593 | $219.0M |
| High net worth individuals | 239 | $596.4M |
| Pension/profit sharing plans | 38 | $376.5M |
| Charitable organizations | 13 | $608K |
| Corporations/business entities | 7 | $5.2M |
States served
AZ, CA, OR, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD