Dakota
Dakota
Book a Demo
Talk to an Expert

Cedar Point Capital Partners, LLC

EST. AUM
$248,116,441

CONTACTS

CLIENT ACCOUNTS
969

Firm Details

Metro area Cedar Rapids
CRD Number 317532
Website cedarpointcap.com
Client types

Overview

Cedar Point Capital Partners, LLC is an SEC-registered, fee-only investment adviser based in Cedar Rapids, Iowa. The firm provides comprehensive portfolio management, financial planning and consulting, portfolio monitoring, retirement plan consulting, and fiduciary-grade services for individuals, families, businesses, foundations, endowments, and retirement plans.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy