FIVE CEDARS

FIVE CEDARS of KIRKLAND, WA is an SEC-registered investment adviser (CRD 319384). Regulatory assets under management: $22.9M.

Registration

• CRD: 319384
• Type: Registered investment adviser
• Location: 608 STATE ST, KIRKLAND, WA, 98033
• Phone: (425) 321-1234
• Latest filing: 2026-03-31
• Regulatory AUM: $22.9M
• Discretionary AUM: $22.9M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319384 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search