Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

CERDA MUNOZ ADVISORS, INC

dba CERDA MUNOZ ADVISORS, INC · CRD 170784 · Registered Investment Adviser

CERDA MUNOZ ADVISORS, INC is a Registered Investment Adviser headquartered in WHITTIER, CA. The firm reports $265,698,162 in regulatory assets under management across 902 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$155,549,650
Non-discretionary$110,148,512
Total RAUM$265,698,162
Accounts902

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 170784. adviserinfo.sec.gov/firm/summary/170784.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.