CLOSED-END FUND ADVISORS

7204 Glen Forest Drive
Suite #105
Richmond, Virginia 23226
Tel: 804-288-2482

About CLOSED-END FUND ADVISORS

CLOSED-END FUND ADVISORS, formally registered with the SEC as CLOSED-END FUND ADVISORS. The firm was established in 07/26/2018. They have over 1 offices throughout the country.

CLOSED-END FUND ADVISORS is a Richmond, Virginia based Financial Planning firm with nearly $159,039,289 assets under management, offering retirement planning & investment advisory services to 148 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115562
SEC#	801-113697
Assets Managed by Firm	$159,039,289
No. of Clients	148
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Publication of periodicals and newsletters
Security ratings or pricing services
Other (HOURLY/RETAINER RESEARCH CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	148	$159,039,289
Individuals (other than high net worth individuals)	48	$11,847,701
High net worth individuals	29	$66,370,264
Charitable organizations	Fewer than 5 clients	$12,120,893

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VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
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