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Home > Retirement Planners > connecticut > wilton > CF PRIVATE EQUITY, INC.
CF PRIVATE EQUITY, INC.
15 Old Danbury Road
Wilton, Connecticut 06897-0812
Tel: 203-563-5000
About CF PRIVATE EQUITY, INC.
CF PRIVATE EQUITY, INC, formally registered with the SEC as CF PRIVATE EQUITY, INC. The firm was established in 04/15/1988. They have over 6 offices throughout the country.
CF PRIVATE EQUITY, INC. is a Wilton, Connecticut based Financial Planning firm with nearly $15,253,387,203 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 70 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110657 |
| SEC# | 801-31713 |
| Assets Managed by Firm | $15,253,387,203 |
| No. of Clients | 83 |
| No. of Advisors | 70 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 83 | $15,253,387,203 |
| Charitable organizations | 4 | $1,387,525,429 |
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