CLOSED-END FUND ADVISORS - Financial Advisor in Virginia, Richmond

Tel: 804-288-2482 7204 Glen Forest Drive Suite #105 Richmond, Virginia 23226

About CLOSED-END FUND ADVISORS

CLOSED-END FUND ADVISORS is a Richmond, Virginia based financial advisory firm with nearly $159,039,289 in assets under management and provides investment advisory services for 148 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

115562

Firm SEC#:

801-113697

Assets Under Management:

$159,039,289

No. of Clients:

148

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals and newsletters, Security ratings or pricing services, Other (HOURLY/RETAINER RESEARCH CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

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