Closed-End Fund Advisors, based out of Richmond, VA, is a reputable investment advisory firm catering to a diverse range of clients. With over 40 individual clients and an impressive $144,392,000 in assets under management, they have established themselves as a trusted partner in the financial industry.
While specializing in closed-end funds, Closed-End Fund Advisors offers comprehensive investment advisory services to clients seeking expert guidance. Their portfolio management expertise extends beyond individual and 401K accounts, as they possess the capabilities to effectively manage employer funds. Notably, 48% of the assets ...
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Assets Under Mgmt
$144.39M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Subscription Fees
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
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