CT FINANCIAL ADVISORS, LLC
CT FINANCIAL ADVISORS, LLC of CHADDS FORD, PA is an SEC-registered investment adviser (CRD 159662). Regulatory assets under management: $199.2M.
Registration
- CRD: 159662
- SEC file number: 801-72986
- Type: Registered investment adviser
- Location: 330 KENNETT PIKE, SUITE 209, CHADDS FORD, PA, 19317
- Phone: (610) 388-6246
- Latest filing: 2019-04-25
- Regulatory AUM: $199.2M
- Discretionary AUM: $11.4M
- Non-discretionary AUM: $187.8M
- Clients: 5
- Accounts: 536
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| MANNING WILLIAM | PRINCIPAL | — |
| WINN CHRISTOPHER EDWARD | MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MANNING MARK JOSEPH | MANAGING MEMEBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| SCR ULTRA INVESTMENT FUND, L.P | Hedge Fund | — | 36 | $16.2M | $500K |
Fund service providers (1)
- administrator: ASPEN PARTNERS, LTD.
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