CEDAR FINANCIAL ADVISORS, LLC
CRD #146084 SEC #801-121484 BEAVERTON, OR 503-512-5890
SEC Registered
Total AUM
$121.4M
Discretionary
$121.4M
Employees
3
Clients
51
Accounts
420
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 14, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KESSINGER, PEGGY, O'DELL | I | PRINCIPAL | D | Control |
| KESSINGER, PEGGY, O'DELL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KESSINGER, PEGGY, O'DELL | I | PRINCIPAL | D | Control |
| KESSINGER, PEGGY, O'DELL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KESSINGER, PEGGY, O'DELL | I | PRINCIPAL | D | Control |
| KESSINGER, PEGGY, O'DELL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KOBER, TIM, PAUL | I | PRINCIPAL | D | Control |
| KOBER, TIM, PAUL | I | PRINCIPAL | D | Control |
| KOBER, TIM, PAUL | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Jun 14, 2022 REGISTERED
Notice Filings (3)
OR TX WA
Address
3853 SW HALL BOULEVARDBEAVERTON, OR 97005-2049
United States
Phone: 503-512-5890