C.E.C. Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 323751
- Website
- www.cecwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.79%
- Individuals20.5%
- Charitable Organizations3.34%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
C.E.C. Wealth Management is an independent registered-investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars and workshops. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and is not set up as a capital allocator to external managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities20%
- US Government Bonds11%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Charles Craig
PrincipalCRD 5862756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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