Cbf Advisors, LLC
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Overview
Cbf Advisors, LLC operates as an advisory firm based in Stamford, Connecticut. The firm controls $38.8 million in assets over 12 client accounts. Cbf Advisors, LLC has a small team, including 5 financial advisors. Cbf Advisors, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as stocks, bonds and options.
Cbf Advisors, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices without requiring client consent. The firm oversees roughly $3.2 million for each account. The typical advisor at Cbf Advisors, LLC manages about two client accounts, placing it among the most personalized advisor firms in the country.
The firm's central office is located at 208 Harbor Drive - Shippan Landing, Suite 202, Stamford, Connecticut 6902. The company is permitted to serve customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cbf Advisors, LLC by the Numbers
$38.8 million
8
12
$3.2 million
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. Fees billed by Cbf Advisors, LLC most likely include some combination of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Cbf Advisors, LLC caters to pooled investment vehicles. Out of its 12 customers, Cbf Advisors, LLC's largest client type by number of accounts is pooled investment vehicles. None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cbf Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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