Cedar Mountain Advisors is an investment advisor in Lake Oswego with $863.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364586957
SEC advisor number
801-68704
FINRA CRD number
140339
AUM ?
$726.91 mm
(as of 13 Nov 23)
Accounts
2,228
(as of 13 Nov 23)
Employees
10
(6 investment advisory or research)
Address
Cedar Mountain Advisors
1750 SW HARBOR WAY, SUITE 340
PORTLAND
OR 97201
1750 SW HARBOR WAY, SUITE 340
PORTLAND
OR 97201
Phone
(503) 224-6868
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22