Cerda Munoz Advisors, Inc.
Cerda Munoz Advisors, Inc. (CRD# 170784) is a financial advisory firm headquartered in Whittier, CA. They manage $167,800,791 in 808 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management168MILLION
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Total Number of Accounts808ACCOUNTS
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Average Account Value$207,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
Hilberto Cerda (CRD# 4909553) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Whittier, CA and has over 18 years of experience in the finance industry.
Aaron Munoz (CRD# 2706327) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Whittier, CA and has over 26 years of experience in the finance industry.
William Torres (CRD# 4316221) is an Investment Advisor Representative working at Cerda Munoz Advisors, Inc. in Los Angeles, CA and has over 22 years of experience in the finance industry.