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RED CEDAR
RED CEDAR ADVISORY, INC.
CRD 298677
129 16TH AVENUE SW, CEDAR RAPIDS, IA, 52404, United States
Phone
319-200-6600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.7M
Discretionary AUM
$40.7M
Team
3 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $28.6M |
| High net worth individuals | 8 | $12.1M |
All web addresses on file
Official SEC filing: View on IAPD