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 1 offices throughout the country.

CE INVESTMENT MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $5,373,195,683 assets under management, offering retirement planning & investment advisory services to 5 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	$5,373,195,683
No. of Clients	5
No. of Advisors	17

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$5,373,195,683
Charitable organizations	Fewer than 5 clients	$38,891,840
Corporations or other businesses	Fewer than 5 clients	$91,761,793

Inquire with CE INVESTMENT MANAGEMENT, LLC

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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$4,258,161,897	2625	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$3,769,638,990	4629	114
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