RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
CERDA, HILBERTOICHIEF FINANCIAL OFFICER, SECRETARYD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MUNOZ, AARON, OCTAVIOIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

7720 PAINTER AVE
SUITE A
WHITTIER, CA 90602
United States
Phone: 562-222-4525