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CEDAR POINT CAPITAL PARTNERS, LLC
CRD 317532 · SEC 801-123161
329 12TH AVE SE, SUITE 106, CEDAR RAPIDS, IA, 52401, United States
Phone
(800) 501-6403
Fax
(319) 582-6801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.1M
Discretionary AUM
$248.1M
Team
7 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPORTFOLIO MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $75.5M |
| High net worth individuals | 104 | $164.6M |
| Charitable organizations | 3 | $7.7M |
| Corporations/business entities | 3 | $301K |
States served
IA, TX
All web addresses on file
Official SEC filing: View on IAPD