Closed-end Fund Advisors Inc.

Closed-end Fund Advisors Inc. (CRD# 115562) is a financial advisory firm headquartered in Richmond, VA. They manage $98,320,440 in 127 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $774,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX, VA, WA

Financial Advisors at Closed-end Fund Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Steven M. Kersey
CRD#: 2033366
Bellingham, WA
96
Wealthminder
score

Steven Kersey (CRD# 2033366) is an Investment Advisor Representative working at Closed-end Fund Advisors Inc. in Bellingham, WA and has over 26 years of experience in the finance industry. Steven Kersey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
George C. Scott
CRD#: 416994
20th Fl, 707 E. Main St, Richmond, VA 23219
93
Wealthminder
score

George Scott (CRD# 416994) is an Investment Advisor Representative working at Closed-end Fund Advisors Inc. in Richmond, VA and has over 35 years of experience in the finance industry.

3
John C. Scott
CRD#: 4364191
7204 Glen Forest Drive, Suite #105, Richmond, VA 23226
93
Wealthminder
score

John Scott (CRD# 4364191) is an Investment Advisor Representative working at Closed-end Fund Advisors Inc. in Richmond, VA and has over 15 years of experience in the finance industry.

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