Tech stack
No one at Cerda Munoz Advisors, Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $165M held · filed Dec 2024
N
Nationwide Investment Services Corporation
Per Form ADV · $1M held · filed Dec 2024
M
Matrix Financial Solutions
Per Form ADV · $446K held · filed Dec 2024
T
Transamerica
Per Form ADV · $386K held · filed Dec 2024