What departments does Cedar Brook Group have?

Cedar Brook Group has employees across 7 departments including Entrepreneurship, Finance, Arts & Design, Customer Success, Program & Project Management.

What is the largest department at Cedar Brook Group?

The largest department at Cedar Brook Group is Customer Success with 2 employees.

Where are Cedar Brook Group employees located globally?

Cedar Brook Group has employees across 1 continents and 1 countries including United States Of America.

How has Cedar Brook Group's team size changed over time?

Cedar Brook Group's team has decreased from approximately 34 to 30 employees based on available data.

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Cedar Brook Group Employee Directory

Financial ServicesOhio, United States51-200 Employees

Cedar Brook Group is a financial services firm headquartered in Cleveland, Ohio, with 51 to 200 employees. The firm operates as an SEC-registered investment adviser offering advisory services through Cedar Brook Group and Cadaret, Grant & Co., Inc., and it facilitates securities through Cadaret, Grant & Co., Inc.; Cadaret, Grant & Co. and Cedar Brook are separate entities. The company describes its planning philosophy as The Humanity Factor, positioning clients as central in the financial planning process. Available data indicate revenue in the range of $50 million to $100 million. In May 2024, Signature Estate & Investment Advisors announced an agreement to acquire Cedar Brook, described as a $2 billion RIA based in Cleveland, Ohio.

Cedar Brook Group Global Highlights

North America
71

United States Of America
71

Cedar Brook Group's Leadership

C. K.
Partner
Mobile Phone
Email
E. D.
Partner
Mobile Phone
Email
F. P.
Owner
Mobile Phone
Email
M. G.
Partner
Mobile Phone
Email
T. L.
Partner
Mobile Phone
Email
T. G.
Financial Advisor And Partner
Mobile Phone
Email
E. S.
Director Of Design
Mobile Phone
Email
L. R. F.
Director Of Client Services
Mobile Phone
Email

Cedar Brook Group Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Human Resources
Sales
Other
Analytics

Contact profiles from Cedar Brook Group

Name

Title

Contact Info

Location

Last Update

J. M.
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Cedar Brook Group known for?

Cedar Brook Group was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-440-683-****

. Explore Cedar Brook Group's company overview page for more information.

What is Cedar Brook Group's most common email format?

Cedar Brook Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cedar Brook Group email formats with LeadIQ.

How many employees does Cedar Brook Group have currently?

Cedar Brook Group has approximately 53 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cedar Brook Group's key employees and leadership?

As of July 2026, Cedar Brook Group's key employees include:

Partner: C. K.
Partner: E. D.
Owner: F. P.
Partner: M. G.
Partner: T. L.

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Cedar Brook Group Employee Directory

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