Cela Advisors, LLC is an adviser based in Miami. It manages $2.5 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2008.
Cela Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cela Advisors, LLC is $2.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 400% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cela Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cela Advisors, LLC performs its advisory services is located at 9100 S. Dadeland Blvd, Miami, FL 33156, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-667-8123 or by fax 305-667-8126. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.celaadvisors.com.