CEDAR BROOK FINANCIAL PARTNERS, LLC
Legal name: CEDAR BROOK GROUP
CRD #290670 SEC #801-112173 CLEVELAND, OH 440-683-9200
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
43
Clients
51
Accounts
4,265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.7B | $1.6B | $135.4M | 42 | 0 |
| Mar 2024 | $1.7B | $1.6B | $135.4M | 43 | 0 |
| Mar 2024 | $1.7B | $1.6B | $135.4M | 43 | 0 |
| Feb 2024 | $1.5B | $1.4B | $152.5M | 46 | 0 |
| Nov 2023 | $1.5B | $1.4B | $152.5M | 46 | 0 |
| Oct 2023 | $1.5B | $1.4B | $152.5M | 46 | 0 |
| May 2023 | $1.5B | $1.4B | $152.5M | 46 | 0 |
| Mar 2023 | $1.5B | $1.4B | $152.5M | 47 | 0 |
| Dec 2022 | $1.7B | $1.6B | $139.6M | 51 | 0 |
| Nov 2022 | $1.7B | $1.6B | $139.6M | 51 | 0 |
| Oct 2022 | $1.7B | $1.6B | $139.6M | 51 | 0 |
| Oct 2022 | $1.7B | $1.6B | $139.6M | 51 | 0 |
| Sep 2022 | $1.7B | $1.6B | $139.6M | 52 | 0 |
| Aug 2022 | $1.7B | $1.6B | $139.6M | 51 | 0 |
| Mar 2022 | $1.7B | $1.6B | $139.6M | 52 | 0 |
| Feb 2022 | $1.4B | $1.3B | $144.3M | 59 | 0 |
| Jan 2022 | $1.4B | $1.3B | $144.3M | 58 | 0 |
| Oct 2021 | $1.4B | $1.3B | $144.3M | 57 | 0 |
| Sep 2021 | $1.4B | $1.3B | $144.3M | 58 | 0 |
| Sep 2021 | $1.4B | $1.3B | $144.3M | 58 | 0 |
| Sep 2021 | $1.4B | $1.3B | $144.3M | 58 | 0 |
| Apr 2021 | $1.4B | $1.3B | $144.3M | 59 | 0 |
| Mar 2021 | $1.4B | $1.3B | $144.3M | 59 | 0 |
| Mar 2021 | $1.4B | $1.3B | $144.3M | 59 | 0 |
| Mar 2021 | $1.4B | $1.3B | $144.3M | 59 | 0 |
| Feb 2021 | $1.4B | $1.3B | $83.4M | 59 | 0 |
| Nov 2020 | $1.4B | $1.3B | $83.4M | 63 | 0 |
| Jun 2020 | $1.4B | $1.3B | $83.4M | 64 | 0 |
| May 2020 | $1.4B | $1.3B | $83.4M | 64 | 0 |
| Mar 2020 | $1.4B | $1.3B | $83.4M | 64 | 0 |
| Mar 2020 | $1.4B | $1.3B | $83.4M | 64 | 0 |
| Feb 2020 | $1B | $953.3M | $76.9M | 60 | 0 |
| Dec 2019 | $1B | $953.3M | $76.9M | 60 | 0 |
| Nov 2019 | $1B | $953.3M | $76.9M | 60 | 0 |
| Aug 2019 | $1B | $953.3M | $76.9M | 61 | 0 |
| Apr 2019 | $1B | $953.3M | $76.9M | 61 | 0 |
| Mar 2019 | $1B | $953.3M | $76.9M | 59 | 0 |
| Mar 2019 | $1B | $953.3M | $76.9M | 59 | 0 |
| Nov 2018 | $405.5M | $405.2M | $347.7K | 69 | 0 |
| Oct 2018 | $405.5M | $405.2M | $347.7K | 69 | 0 |
| Aug 2018 | $405.5M | $405.2M | $347.7K | 70 | 0 |
| Jun 2018 | $405.5M | $405.2M | $347.7K | 70 | 0 |
| Jun 2018 | $405.5M | $405.2M | $347.7K | 70 | 0 |
| Mar 2018 | $0 | $0 | $0 | 70 | 0 |
| Feb 2018 | $0 | $0 | $0 | 29 | 0 |
| Jan 2018 | $0 | $0 | $0 | 29 | 0 |
| Jan 2018 | $0 | $0 | $0 | 29 | 0 |
| Dec 2017 | $0 | $0 | $0 | 29 | 0 |
| Nov 2017 | $0 | $0 | $0 | 29 | 0 |
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.4M
Employees42
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.4M
Employees43
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.4M
Employees43
Clients0
DateFeb 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$152.5M
Employees46
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$152.5M
Employees46
Clients0
DateOct 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$152.5M
Employees46
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$152.5M
Employees46
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$152.5M
Employees47
Clients0
DateDec 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$139.6M
Employees51
Clients0
DateNov 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$139.6M
Employees51
Clients0
DateOct 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$139.6M
Employees51
Clients0
DateOct 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$139.6M
Employees51
Clients0
DateSep 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$139.6M
Employees52
Clients0
DateAug 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$139.6M
Employees51
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$139.6M
Employees52
Clients0
DateFeb 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees59
Clients0
DateJan 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees58
Clients0
DateOct 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees57
Clients0
DateSep 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees58
Clients0
DateSep 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees58
Clients0
DateSep 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees58
Clients0
DateApr 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees59
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees59
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees59
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$144.3M
Employees59
Clients0
DateFeb 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$83.4M
Employees59
Clients0
DateNov 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$83.4M
Employees63
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$83.4M
Employees64
Clients0
DateMay 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$83.4M
Employees64
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$83.4M
Employees64
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$83.4M
Employees64
Clients0
DateFeb 2020
Total AUM$1B
Discretionary$953.3M
Non-Disc.$76.9M
Employees60
Clients0
DateDec 2019
Total AUM$1B
Discretionary$953.3M
Non-Disc.$76.9M
Employees60
Clients0
DateNov 2019
Total AUM$1B
Discretionary$953.3M
Non-Disc.$76.9M
Employees60
Clients0
DateAug 2019
Total AUM$1B
Discretionary$953.3M
Non-Disc.$76.9M
Employees61
Clients0
DateApr 2019
Total AUM$1B
Discretionary$953.3M
Non-Disc.$76.9M
Employees61
Clients0
DateMar 2019
Total AUM$1B
Discretionary$953.3M
Non-Disc.$76.9M
Employees59
Clients0
DateMar 2019
Total AUM$1B
Discretionary$953.3M
Non-Disc.$76.9M
Employees59
Clients0
DateNov 2018
Total AUM$405.5M
Discretionary$405.2M
Non-Disc.$347.7K
Employees69
Clients0
DateOct 2018
Total AUM$405.5M
Discretionary$405.2M
Non-Disc.$347.7K
Employees69
Clients0
DateAug 2018
Total AUM$405.5M
Discretionary$405.2M
Non-Disc.$347.7K
Employees70
Clients0
DateJun 2018
Total AUM$405.5M
Discretionary$405.2M
Non-Disc.$347.7K
Employees70
Clients0
DateJun 2018
Total AUM$405.5M
Discretionary$405.2M
Non-Disc.$347.7K
Employees70
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees70
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees29
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees29
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees29
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees29
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees29
Clients0