Cfe Financial
Cfe Financial (CRD# 116117) is a financial advisory firm headquartered in , . They manage $4,400,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cfe Financial
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$488,889
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
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Cfe Financial
1
Marco Rimassa (CRD# 3122808) is an Investment Advisor Representative working at Cfe Financial in Katy, TX and has over 25 years of experience in the finance industry.
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