BIG CEDAR INVESTMENT ADVISORS

RIASEC Registered
Total AUM
$92.2M
Discretionary
$92.2M
100% of AUM
Avg account
$13.2M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
281788
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI96.62%
  • Individuals3.38%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Big Cedar Investment Advisors is an independent RIA structured as a limited liability company and owned by an individual. The firm serves an individual and family client base and offers financial planning alongside discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser or pension consultant; its SEC registration year is not listed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Owners & executives

1 of 1
  • Gregg Tushaus

    Chief Executive OfficerCRD 6571731

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
37850 N 93rd Pl
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth