Overview
Assets Under Management: $3.5 billion
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 13
Average Client Assets: $5 million
Frequently Asked Questions
CFM ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111581), CFM ADVISORS INC is subject to fiduciary duty under federal law.
CFM ADVISORS INC is headquartered in HAUPPAUGE, NY.
CFM ADVISORS INC serves 13 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, CFM ADVISORS INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CFM ADVISORS INC manages $3.5 billion in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, CFM ADVISORS INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.86
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 2,081
Non-Discretionary Accounts: 2,081
Regulatory Filings
CRD Number: 111581
Filing ID: 1956748
Last Filing Date: 2025-03-12 16:15:00
Website: https://efs316.com