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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Focus horizon
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
About Cedarline Capital
Cedarline Capital is a private wealth investment advisor in East Petersburg, PA, building portfolios and financial objectives for individuals and institutions using equities, fixed income, and derivatives with a research-driven, risk-managed approach. Services include wealth and investment management, retirement planning, UGMA/UTMA accounts for minors, and alternative investments. Firm is led by managing partner and portfolio manager Isaac Lance Eisenhauer.
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Owner & Executives
ISAAC LANCE EISENHAUER
Chief Compliance Officer, Managing Partner, Portfolio Manager
- CRD
- #5382570
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,881,796 | -- |
| Non-Discretionary | $1,793,036 | -- |
| Total | $21,674,832 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,674,832
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $353,111,150 | 21.8% |
| U.S. Government/Agency | $424,381,290 | 26.2% |
| Equity - Exchange | $298,038,769 | 18.4% |
| Cash | $262,403,698 | 16.2% |
| Municipal Bonds | $281,841,009 | 17.4% |
| Total | $1,619,775,916 | 100.0% |