Cerda Munoz Advisors, Inc
Cerda Munoz Advisors, Inc is an SEC-registered mass-market adviser in Whittier, CA with $265.7M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Cerda Munoz Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170784, SEC 801-122069, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $265.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Whittier, CA
- Employees
- 7
- Clients
- 675
- CRD
- 170784
- Ownership
- MUNOZ, AARON, OCTAVIO; CERDA, HILBERTO
How much AUM does Cerda Munoz Advisors, Inc have?
Cerda Munoz Advisors, Inc reported $265.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cerda Munoz Advisors, Inc?
Disclosed owners and executives of Cerda Munoz Advisors, Inc include MUNOZ, AARON, OCTAVIO, CERDA, HILBERTO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.