CERDA MUNOZ ADVISORS, INC
CRD #170784 SEC #801-122069 WHITTIER, CA 562-222-4525
SEC Registered
Total AUM
$209.2M
Discretionary
$117.9M
Employees
7
Clients
101
Accounts
810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $209.2M | $117.9M | $91.3M | 7 | 0 |
| Dec 2024 | $167.8M | $73.4M | $94.4M | 7 | 0 |
| Mar 2024 | $167.8M | $73.4M | $94.4M | 7 | 0 |
| Oct 2023 | $152.2M | $52.5M | $99.7M | 7 | 0 |
| Aug 2023 | $152.2M | $52.5M | $99.7M | 7 | 0 |
| Mar 2023 | $152.2M | $52.5M | $99.7M | 7 | 0 |
| Mar 2022 | $153.8M | $30.8M | $123.1M | 7 | 0 |
| Sep 2021 | $143.5M | $19.6M | $123.9M | 7 | 0 |
| Jul 2021 | $143.5M | $19.6M | $123.9M | 7 | 0 |
DateMar 2025
Total AUM$209.2M
Discretionary$117.9M
Non-Disc.$91.3M
Employees7
Clients0
DateDec 2024
Total AUM$167.8M
Discretionary$73.4M
Non-Disc.$94.4M
Employees7
Clients0
DateMar 2024
Total AUM$167.8M
Discretionary$73.4M
Non-Disc.$94.4M
Employees7
Clients0
DateOct 2023
Total AUM$152.2M
Discretionary$52.5M
Non-Disc.$99.7M
Employees7
Clients0
DateAug 2023
Total AUM$152.2M
Discretionary$52.5M
Non-Disc.$99.7M
Employees7
Clients0
DateMar 2023
Total AUM$152.2M
Discretionary$52.5M
Non-Disc.$99.7M
Employees7
Clients0
DateMar 2022
Total AUM$153.8M
Discretionary$30.8M
Non-Disc.$123.1M
Employees7
Clients0
DateSep 2021
Total AUM$143.5M
Discretionary$19.6M
Non-Disc.$123.9M
Employees7
Clients0
DateJul 2021
Total AUM$143.5M
Discretionary$19.6M
Non-Disc.$123.9M
Employees7
Clients0