Cityfund Advisory, Inc. (Cincinnati)

Cityfund Advisory, Inc. is an adviser based in Cincinnati. It manages $6.99 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Cityfund Advisory provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cityfund Advisory: assets under management

The assets under management (AUM) of Cityfund Advisory, Inc. is $6.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.99 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cityfund Advisory, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cityfund Advisory, Inc.

Jasen M Snelling has been acting as President since 1 Sep 1994. Jerry Allen Smith joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jasen M Snelling	President	1 Sep 1994	25% - 50%	1978117
Jerry Allen Smith	Secretary/treasurer	1 Sep 1994	25% - 50%	1881020
Margaret Mary Snelling	Shareholder	1 Sep 1994	Other	4362272

Based in Cincinnati

The principal office where Cityfund Advisory, Inc. performs its advisory services is located at 700 W. Pete Rose Way, Suite 127, Cincinnati, OH 45203, which is also the mailing address of the firm. The firm also has an office outside of the United States.