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CERDA MUNOZ ADVISORS, INC
CRD 170784 · SEC 801-122069
7720 PAINTER AVE, SUITE A, WHITTIER, CA, 90602, United States
Phone
562-222-4525
Fax
562-667-2130
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$265.7M
Discretionary AUM
$155.5M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 537 | $132.0M |
| High net worth individuals | 122 | $129.7M |
| Pension/profit sharing plans | 8 | $2.7M |
| Corporations/business entities | 8 | $1.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD