CERDA MUNOZ ADVISORS, INC

Overview

Cerda Munoz Advisors, Inc. is an independent, SEC-registered registered investment adviser that operates as an individual-owned corporation. The firm focuses on serving both individual and family clients and smaller institutional clients through financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model is a mix of percentage-of-AUM, hourly charges and fixed fees, and the firm also reports activity as an other financial product salesperson. Investment activity centers on broadly diversified pooled public funds and mutual funds for core exposures, while the firm supplements those allocations with third-party alternative managers — primarily in real estate and REIT strategies — and annuity solutions where appropriate. Cerda Munoz Advisors is not positioned as an ESG-driven manager and is not registered as a multi-state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices