Cedar Wing LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Shelburne, Vermont
CRD number
341542
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cedar Wing LLC is a limited liability company that provides portfolio management services geared toward individuals and small businesses. The firm charges fees as a percentage of assets under management and is not positioned as a capital allocator or pension consultant. Regulatory and organizational details in the source are limited: the adviser is not identified as multi-state, is not an active ESG investor, and is not classified within FINTRX’s typical adviser categories. An industry affiliation with an accountant is noted, which may reflect the firm’s professional network or the background of its principals.

Assets & Accounts

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

Contacts

1 of 1
  • Seth Anderson

    CRD 8243688

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Shelburne, VT

Chittenden

Location

Shelburne, VT

Headquartered in Shelburne, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
Chittenden
Address
145 Pine Haven Shores Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth