Closed-end Fund Advisors

Closed-end Fund Advisors (CRD# 115562) is a financial advisory firm headquartered in Richmond, VA. They manage $159,039,289 in 148 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7204 Glen Forest Drive, Suite #105, Richmond, VA 23226
http://www.cefadvisors.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $1,074,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI, NY, TX, VA

Financial Advisors at Closed-end Fund Advisors
Showing 1 - 2 of 2 top financial advisors.
1
John Scott, financial advisor Richmond VA
John C. Scott
CRD#: 4364191
7204 Glen Forest Drive, Suite #105, Richmond, VA 23226

John Scott (CRD# 4364191) is an Investment Advisor Representative working at Closed-end Fund Advisors in Richmond, VA and has over 22 years of experience in the finance industry.

2
Daniel Silver, financial advisor Richmond VA
Daniel Silver
CRD#: 4568791
7204 Glen Forest Drive, Suite #105, Richmond, VA 23226

Daniel Silver (CRD# 4568791) is an Investment Advisor Representative working at Closed-end Fund Advisors in Richmond, VA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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