Cfse Portfolio Management Inc (Winter Park)

Name: Cfse Portfolio Management Inc
Address: 1400 W Fairbanks Ave, Winter Park, FL, 32789
Telephone: 407-629-7008

Cfse Portfolio Management Inc is a large advisory firm based in Winter Park. It manages $68 million of regulatory assets for 480 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Cfse Portfolio Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfse Portfolio Management: assets under management

The assets under management (AUM) of Cfse Portfolio Management Inc is $68 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfse Portfolio Management Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cfse Portfolio Management Inc

James Ferrell has been acting as President since 1 Feb 1996. Jerker John Alexander Kallebo joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence J Chastang	Vice president	1 Feb 1996	25% - 50%	4077888
James Ferrell	President	1 Feb 1996	25% - 50%	2776651
Lorianne Rowe Sims	Treasurer	1 Feb 1996	Other	4358462
Leslie Warren Warren	Secretary	1 Feb 1996	Other	4358465
Jerker John Alexander Kallebo	Vice president	1 Oct 1998	Other	4358471

Based in Winter Park

The principal office where Cfse Portfolio Management Inc performs its advisory services is located at 1400 W Fairbanks Ave, Winter Park, FL 32789, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-629-7008 or by fax 407-629-7516. The normal business hours are 8.30 a.m - 5.30 p.m on Monday - Friday. You can find more information about the New York firm at www.cfseonline.com.