1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CEF ADVISORS

Map pin
Phone804-288-2482
NotebookSEC #801-113697
Total AUM
$186.3M
Employees
6
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
804-288-2482
Other Offices
4

ReceiptFinancials

Total AUM
$186.3M
Accounts
180
Discretionary
$112.5M
Accounts
173
Non-Discretionary
$73.9M
Accounts
7

ContactClients

View more in analytics →

Individual Clients
43
AUM
$11.3M
HNW Individual Clients
50
AUM
$102M
Investment Company Clients
1
AUM
$73M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther ServicesPublicationsSecurities Ratings
Other Services
HOURLY/RETAINER RESEARCH CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGALAMINCNYTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account