Overview
Assets Under Management: $146 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 488
Discretionary Accounts: 488
Regulatory Filings
CRD Number: 332929
Last Filing Date: 2025-02-27 00:00:00
Website: https://cpm-llc.com