Overview
Assets Under Management: $569 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 703
Discretionary Accounts: 703
Regulatory Filings
CRD Number: 112308
Filing ID: 1960750
Last Filing Date: 2025-03-19 16:45:00
Website: https://cm-ic.com