CEDAR POINT CAPITAL PARTNERS, LLC - Financial Advisor in Iowa, Cedar Rapids

Tel: (800) 501-6403 329 12th Ave Se Suite 106 Cedar Rapids, Iowa 52401

About CEDAR POINT CAPITAL PARTNERS, LLC

CEDAR POINT CAPITAL PARTNERS, LLC is a Cedar Rapids, Iowa based financial advisory firm with nearly $174,907,856 in assets under management and provides investment advisory services for 1115 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

317532

Firm SEC#:

801-123161

Assets Under Management:

$174,907,856

No. of Clients:

1115

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (PORTFOLIO MONITORING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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