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CEDAR VALLEY CAPITAL LLC
CRD 306303
875 OLD ROSWELL RD SUITE G100, ROSWELL, GA, 30076, United States
Phone
404-905-5204
Fax
404-905-6041
Registration
— (—)
Source
State registered
Total AUM
$45.3M
Discretionary AUM
$37.3M
Team
0 total employees; 0 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.3M |
| High net worth individuals | 23 | $23.9M |
| Pension/profit sharing plans | 2 | $12.9M |
| Corporations/business entities | 1 | $5.2M |
All web addresses on file
Official SEC filing: View on IAPD