HTTP://LINKEDIN.COM/COMPANY/CEDAR-BROOK-FINANCIAL-PARTNERS • CLEVELAND, OH • Investment Advisor How do I update this listing?
Cedar Brook Financial Partners is based out of Cleveland. Cedar Brook Financial Partners is a large advisory firm with 679 clients and discretionary assets under management (AUM) of $405,176,052 (Form ADV from 2018-11-19). Their last reported 13F filing for Q4 2018 included $164,785,000 in managed 13F securities and a top 10 holdings concentration of 18.51%. Cedar Brook Financial Partners's largest holding is Apple Inc with shares held of 28,442. Whalewisdom has at least 1 13F filings