Ceredex Value Advisors Llc (Orlando)
Ceredex Value Advisors Llc Is a Large Advisory Firm Based in Orlando. It Manages $8.01 Billion of Regulatory Assets for 52 Client Accounts. It Has Been...
Ceredex Value Advisors LLC is a large advisory firm based in Orlando. It manages $8.01 billion of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Ceredex Value Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Ceredex Value Advisors: assets under management
The assets under management (AUM) of Ceredex Value Advisors LLC is $8.01 billion. The firm's AUM has grown by 235% since the beginning of its operation, and $166.13 million of the total AUM is attributable to clients outside of the United States.
The firm manages $7.94 billion in discretionary accounts and $67.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.83 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.91 million.
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Investments
The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
