CES INVESTMENT STRATEGIES

CES INVESTMENT STRATEGIES is an SEC-registered investment adviser (CRD 325168). Regulatory assets under management: $22.1M.

Registration

• CRD: 325168
• Type: Registered investment adviser
• Phone: (717) 203-0704
• Latest filing: 2026-07-16
• Regulatory AUM: $22.1M
• Discretionary AUM: $22.1M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325168 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search