Falists
← Back to search

CEDARSTONE ADVISORS

CRD 172653 · SEC 801-112625

Visit website

3125 OLD CONEJO ROAD, UNIT 7, THOUSAND OAKS, CA, 91320, United States

Phone

(888) 571-5582

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.4M

Discretionary AUM

$198.4M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals93$28.2M
High net worth individuals98$169.4M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD