Lee Munson admits he has a cash problem. The 41-year-old is a “liquid millionaire” by his own account, with a net worth of around $2.5 million, almost all of that invested in stocks. As chief investment officer of Portfolio Wealth Advisors, he manages around $250 million for his clients, mostly baby boomers living off their...
NYS Entity Status
NYS Filing Date
DECEMBER 19, 2013
NYS DOS ID#
NYS Entity Type
FOREIGN LIMITED LIABILITY COMPANY
2013 - CEDARVIEW LIQUID SHORT DURATION ADVISORS, LLC
Around the Web
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