Cerda Munoz Advisors, Inc
● SEC registered since 2021CRD 170784SEC# 801-122069Whittier, CA
Reg. AUM
$265.7M
Employees
7
Accounts
902
Location
Whittier, CA
Cerda Munoz Advisors, Inc assets under management
Cerda Munoz Advisors, Inc is an SEC-registered investment adviser based in Whittier, CA. The firm has been registered since 2021. It reports $265.7 million in regulatory assets under management and employs 7 people.
Cerda Munoz Advisors, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Octavio Munoz Control | President, Chief Compliance Officer | 50-75% | 2013 |
| Hilberto Cerda Control | Chief Financial Officer, Secretary | 50-75% | 2013 |
Frequently asked questions
How much does Cerda Munoz Advisors, Inc manage?
Cerda Munoz Advisors, Inc reports $265.7 million in regulatory assets under management on its Form ADV.
How many employees does Cerda Munoz Advisors, Inc have?
Cerda Munoz Advisors, Inc reports 7 employees.
Where is Cerda Munoz Advisors, Inc located?
Cerda Munoz Advisors, Inc is based in Whittier, CA and has been SEC-registered since 2021.
Does Cerda Munoz Advisors, Inc disclose fund performance?
Cerda Munoz Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7720 Painter Ave, Suite a, Whittier, CA 90602 |
| Phone | 562-222-4525 |
| Fax | 562-667-2130 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$265.7M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$265.7Mregulatory AUM
Discretionary $155.5MNon-discretionary $110.1M