CEDAR MOUNTAIN ADVISORS, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 140339). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Patrick Dean | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER (+1 more) | Austin, TX |
| Bradley Dean Patrick | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Adam Lee Woods | MANAGING MEMBER | — |
| Gina Patrick | TRUSTEE | — |
| WOODS CLINTON LEE | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| PATRICK GINA | TRUSTEE | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| TIGARD | OR | 1 | 503-246-4577 |
| PORTLAND | OR | 1 | 503-224-6868 |
| TIGARD | OR | 1 | 503-246-4577 |
| PORTLAND | OR | 1 | 503-224-6868 |