$14.8M Total AUM
$11.8M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2007
- Office Locations
- 1
Office Locations
-- Leominster MA
About Cedar Rock Investment Advisors
Cedar Rock Investment Advisors is a Leominster-based RIA. The firm has been operating for 19 years. Managing $14.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$670.6K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
CATHERINE DEE RYAN
Associate
- CRD
- #2990811
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,794,887 | -- |
| Non-Discretionary | $2,958,806 | -- |
| Total | $14,753,693 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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