CE INVESTMENT MANAGEMENT, LLC

9000 Cameron Parkway
11th Floor
Oklahoma City, Oklahoma 73114
Tel: 405-523-5348

About CE INVESTMENT MANAGEMENT, LLC

CE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CE INVESTMENT MANAGEMENT, LLC. The firm was established in 06/18/2019. They have over 2 offices throughout the country.

CE INVESTMENT MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $6,272,435,135 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299786
SEC#	801-116817
Assets Managed by Firm	$6,272,435,135
No. of Clients	6
No. of Advisors	17

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$6,272,435,135
Charitable organizations	Fewer than 5 clients	$563,925,797
Corporations or other businesses	Fewer than 5 clients	$168,166,923

More Retirement Planning firms in Oklahoma City, Oklahoma:

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CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	$3,464,024,447	8	20

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