Cedar Mountain Advisors

EST. AUM
$1,064,447,606

CONTACTS
5

CLIENT ACCOUNTS
2,612

Firm Details

Metro area Portland, OR
CRD Number 140339
Website cmapdx.com
Client types

Overview

Cedar Mountain Advisors, founded in 2006, is a consulting firm specializing in financial planning and asset management services. The firm provides customized wealth management solutions aligned with clients' specific objectives. The team has an average of nearly 20 years of industry experience and focuses on maintaining long-term client relationships. Cedar Mountain Advisors emphasizes a collaborative approach, supported by principles of integrity, teamwork, and professional expertise.

Platform Details

Investment Preferences

Alternative Activity