CEDAR BROOK FINANCIAL PARTNERS, LLC

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

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CEDAR BROOK GROUP
5885 LANDERBROOK DRIVE SUITE 200
CLEVELAND OH    44124
Country: United States

Business Phone: 440-683-9200
Fax: 440-683-9100
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 69
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 679
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (1),11.D (2),11.D (4),11.D (5),11.E (1),11.E (2),11.E (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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