Cni Ccef Advisors, LLC is a related adviser based in Los Angeles. It manages $1.95 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Colorado, and New York.
Cni Ccef Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cni Ccef Advisors, LLC is $1.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cni Ccef Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cni Ccef Advisors, LLC performs its advisory services is located at 515 S. Flower Street, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in Greenwood Village, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-282-8820 or by fax 310-282-8808. The normal business hours are 7:00 am - 7:00 pm on Monday - Friday. You can find more information about the New York firm at clns.com.