Cet Capital, LLC (Puerto Vallarto)


Cet Capital, LLC is an adviser based in Puerto Vallarto. It manages $1.6 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Florida.

Logo

Cet Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cet Capital: assets under management

The assets under management (AUM) of Cet Capital, LLC is $1.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cet Capital, LLC for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. 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.

Based in Puerto Vallarto

The principal office where Cet Capital, LLC performs its advisory services is located at Iturbide #501, Depto. 2, Puerto Vallarto, 48306 The mailing address of the firm is 827 Union Pacific, Pmb 078 176, Laredo, TX 78045 9452. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-884-6468 or by fax 888-884-6403. The normal business hours are 8:00 a.m. - 1:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.campbelltrading.com.