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
By the Numbers
-
Total Assets Under Management159MILLION
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Total Number of Accounts148ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MI, NY, TX, VA
Financial Advisors at Closed-end Fund Advisors
1
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 (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.
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