Cedar Brook Financial Partners is an investment advisor in Cleveland with $1.53 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203168698
SEC advisor number
801-112173
FINRA CRD number
290670
AUM ?
$1.53 bn
(as of 1 May 23)
Accounts
4,394
(as of 1 May 23)
Employees
46
(21 investment advisory or research)
Address
Cedar Brook Financial Partners
5885 LANDERBROOK DRIVE #200
CLEVELAND
OH 44124
5885 LANDERBROOK DRIVE #200
CLEVELAND
OH 44124
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
440-683-9200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cedar Brook Financial Partners Holdings, LLC | Managing Member | 12/2005 | > 75% |
Carlton S. Fernyak II Trust | Member | 06/2018 | 10-25% |
Fernyak, Carlton, S. | Trustee | 06/2018 | |
Glubiak, William, David | Chief Executive Officer | 10/2020 | < 5% |
Smith, Kelly, Ann | Chief Compliance Officer | 10/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22