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.

Find Cedar Brook Group employees' phone numbers or email addresses

Cedar Brook Group Global Highlights

Location
Employees

North America
76

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  • United States Of America
    76

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Cedar Brook Group's Leadership

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    W. G. C.
    Ceo And Founder
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    P. S.
    Co-Founder, Ceo
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    C. K.
    Partner
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    E. D.
    Partner
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    F. P.
    Owner
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    M. G.
    Partner
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  • Stylized image of a person
    T. L.
    Partner
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  • Stylized image of a person
    T. G.
    Financial Advisor And Partner
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Cedar Brook Group Employee Metrics

100%
50%
0%
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
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    E. S.
    Director Of Design
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    Oct 18, 2024
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    L. R. F.
    Director Of Client Services
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    Oct 17, 2024
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    S. H.
    Director Of First Impressions
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    UNITED STATES
    Oct 21, 2024
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    B. B.
    Client Relationship Manager
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    May 28, 2026
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    A. K.
    Project Manager
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    Oct 23, 2024
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    K. H.
    Project Manager
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    Oct 23, 2024
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    M. S.
    Office Manager
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    United StatesNew Jersey
    May 06, 2024
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    A. Y.
    Financial Advisor
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    Oct 17, 2024
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    B. M.
    Associate
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    May 20, 2025
  • Stylized image of a person
    C. M.
    Associate
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    UNITED STATES
    Jun 22, 2025

Frequently Asked Questions

What is Cedar Brook Group known for?

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Cedar Brook Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 5885 Landerbrook Drive Suite 200 Cleveland, Ohio 44124 United States; you can contact the main corporate office by phone at . Explore Cedar Brook Group's company overview page for more information.

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

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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?

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Cedar Brook Group has approximately 53 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

  • Ceo And Founder: W. G. C.
  • Co-Founder, Ceo: P. S.
  • Partner: C. K.
  • Partner: E. D.
  • Owner: F. P.

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