C
$4.7M Total AUM
$2.2K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
34 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-22-1992
- Office Locations
- 1
Office Locations
-- Milton GA
About CEI Financial Planning
CEI Financial Planning is a Milton, GA-based financial planning firm and Georgia-registered RIA led by President/CEO Michael L. Crifasi. The practice partners closely with individuals on goal-based planning and portfolio asset allocation, using vehicles such as mutual funds and annuities alongside insurance and real estate considerations. Custody/clearing is through AssetMark, with a stated emphasis on client privacy.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$678.0K AVG AUM / CLIENT
23.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
Open the full profile to inspect shifts in momentum alpha.
Request access to benchmark trends tied to vital.
See the complete signal summary connected to ember element.
Full visibility includes strategy notes for prime meridian.
Upgrade to reveal position-level detail across insight vital.
Premium access reveals conviction themes in atlas vertex vector.
Upgrade to reveal position-level detail across ridge frontier.
Request access to benchmark trends tied to summit crest.
Investment Themes
Vital Frontier
Investment Vehicles
Signal matrix
Services
Momentum Peak Optima peak
Owner & Executives
M
MICHAEL LEE CRIFASI
President
- CRD
- #1990275
- Ownership
- 75% or more
(354) 631-7537
insight.alpha@valuecapital.com
in linkedin.com/in/delta-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,217 | -- |
| Non-Discretionary | $4,743,538 | -- |
| Total | $4,745,755 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,745,755
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,309,542,626 | 100.0% |
| Total | $1,309,542,626 | 100.0% |