Overview
Assets Under Management: $155 million
Headquarters: TROY, MI
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
CONFIDENTIAL MANAGEMENT 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 #125936), CONFIDENTIAL MANAGEMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
CONFIDENTIAL MANAGEMENT ADVISORS, INC. is headquartered in TROY, MI.
CONFIDENTIAL MANAGEMENT ADVISORS, INC. serves 51 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, CONFIDENTIAL MANAGEMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CONFIDENTIAL MANAGEMENT ADVISORS, INC. manages $155 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, CONFIDENTIAL MANAGEMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 125936
Last Filing Date: 2025-02-07 00:00:00
Website: https://confidentialmgt.com