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FIVE CEDARS
FIVE CEDARS FINANCIAL, LLC
CRD 319384
608 STATE ST, SUITE 100 L, KIRKLAND, WA, 98033, United States
Phone
(425) 321-1234
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$22.9M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.9M |
| High net worth individuals | 8 | $19.0M |
All web addresses on file
Official SEC filing: View on IAPD