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- Custodian
- Betterment ยท SEI
- Clients
- Retail and Institutional
- Platforms
- EmberOak
- Established Date
- 10-15-2015
- Office Locations
- 1
Office Locations
About Cereus Financial Advisors, LLC
Cereus Financial Advisors, LLC is an independent fiduciary RIA serving executives, professionals, and business owners with college and retirement planning, investment management, and insurance guidance. Fees are transparent (planning fees plus AUM when managing assets), with disclosed commissions on insurance sales. Works via video or in person and offers a client web portal; portfolios are primarily implemented with ETFs.
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Owner & Executives
DAVID J HAAS
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6185047
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael Thomas Dunne
Financial Advisor, General Partner
- CRD
- #6928268
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,686,096 | -- |
| Non-Discretionary | $1,377,480 | -- |
| Total | $39,063,576 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,063,576
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $583,095,722 | 9.1% |
| Municipal Bonds | $1,063,669,119 | 16.6% |
| Public Funds | $2,883,440,382 | 45.0% |
| Cash | $1,877,440,071 | 29.3% |
| Total | $6,407,645,294 | 100.0% |