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Cerda Munoz Advisors, INC

Cerda Munoz Advisors, INC. CRD 170784

Cerda Munoz Advisors, INC logo

CRD: 170784

Cerda Munoz Advisors, INC

Whittier, CA, 90602
5622224525
www.cerdamunoz.com
$265.7M Total AUM
$155.5M Disc. AUM
-- 3Y CAGR
7 Employees
675 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Jefferson National Securities · TD Ameritrade
Clients
Retail and Institutional
Platforms
Zenith zenith
Established Date
06-04-2014
Office Locations
2

Office Locations

17785 Center Court Dr. Suite 730 Cerritos CA
7720 Painter AVE Suite A Whittier CA

About Cerda Munoz Advisors, INC

Cerda Munoz Advisors is a California-based fiduciary, fee-based wealth manager providing financial planning and investment management for medical professionals, business owners, retirees, and families. The firm emphasizes long-term, goal-focused investing and conflict-free recommendations, backed by 35+ years of combined experience. Custody includes Charles Schwab.

Team overview

-- AVG AGE
$88.6M AVG AUM / ADVISOR
$393.6K AVG AUM / CLIENT
10.8 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Horizon quantum Meridian

Client Personas

Radial fusion

Custodian

Pioneer quantum Bridge foundation Signal glacier Summit eagle

Fund Managers

Zenith atlas

Investment Themes

Bridge Pioneer Wave summit Capital

Investment Vehicles

Delta crest

Services

Eagle prime Vertex signal Glacier beacon Prime bridge Horizon element Wave beacon Pioneer Timber Glacier oak

Technology

Alpha element

Owner & Executives

H

HILBERTO CERDA

Administrative Assistant, Chief Financial Officer, Secretary

CRD
#4909553
Ownership
50% but less than 75%
(662) 802-3821
atlas.frontier@fusioncapital.com
in linkedin.com/in/ridge-legacy
A

AARON OCTAVIO MUNOZ

Certified Financial Planner, Chief Compliance Officer, President

CRD
#2706327
Ownership
50% but less than 75%
(673) 356-6990
vector.catalyst@signalcapital.com
in linkedin.com/in/catalyst-element

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Contacts

W

WILLIAM FRANK TORRES

Investment Advisor

CRD
#4316221
(529) 827-7266
bridge.vector@alphacapital.com
in linkedin.com/in/alpha-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
10-19-2023
12-09-2024
03-25-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $155,549,650 $314,242
Non-Discretionary $110,148,512 $270,635
Total $265,698,162 $294,566

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Separately Managed Accounts

Total SMA Asset: $265,698,162

$265.7M Total SMA
Public Funds:
22.7%
Equity - Exchange:
18.1%
Cash:
28.8%
U.S. Government/Agency:
30.4%
Asset class Assets Assets %
Public Funds $689,487,197 22.7%
Equity - Exchange $549,767,325 18.1%
Cash $874,767,898 28.8%
U.S. Government/Agency $923,366,114 30.4%
Total $3,037,388,534 100.0%

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