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CERELI INC.

Advisory

FL

Data as of Aug 25, 2021 · Source: SEC Form ADV

Rank in FL
#2,457
of 2,610 advisers by AUM
Average account
$333K
across 6 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 25, 2021.

Total AUM
$2M
Discretionary %
100%
Clients
6
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

FILON CAPITAL LLC
CORAL GABLES, FL
$2M
NORTHSTAR STRATEGIC INVESTMENTS INC
ORMOND BEACH, FL
$2M
LEGACY GROWTH WEALTH MANAGEMENT LLC
$2M
KAPAX INVESTMENT ADVISERS, LLC
CORAL GABLES, FL
$2M
-96.4% 1Y
MOORE FINANCIAL PLANNING ADVISORS, LLC
DAVIE, FL
$2M
CARMICHAEL ADVISORY SERVICES LLC
ORLANDO, FL
$2M

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