Cei Financial Planning

Cei Financial Planning (CRD# 126470) is a financial advisory firm headquartered in , . They manage $9,942,968 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.ceifinancialplanning.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $451,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Cei Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Michael Crifasi, financial advisor Milton GA
Michael L. Crifasi
CRD#: 1990275
Milton, GA

Michael Crifasi (CRD# 1990275) is an Investment Advisor Representative working at Cei Financial Planning in Milton, GA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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