CERDA MUNOZ ADVISORS, INC
Whittier, California
4.7
27 Reviews
Cerda Munoz Advisors, Inc, headquartered in Whittier, CA, is a small investment advisory firm with a notable presence in the industry. With a total of seven employees, three of whom specialize in providing investment advisory services, the firm maintains a solid reputation for managing clients' assets effectively. On average, each investment advisor at Cerda Munoz Advisors oversees approximately $119,740,000 in assets under management, a figure that aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility and align...
See more
Loading...

Assets Under Mgmt

$152.2M

Investment Professionals

3

Locations

1

% 401K & Individual

70%

% Discretionary

34%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Other Financial product salesperson
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.