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

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