Cei Financial Planning
Cei Financial Planning (CRD# 126470) is a financial advisory firm headquartered in , . They manage $9,942,968 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cei Financial Planning
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$451,953
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Cei Financial Planning
1
Michael Crifasi (CRD# 1990275) is an Investment Advisor Representative working at Cei Financial Planning in Milton, GA and has over 34 years of experience in the finance industry.
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