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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CDM Financial Counseling Services Inc
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|---|---|
| CRD # | 126295 |
| SEC # | 801-112929 |
| CIK # | |
| AUM | $275.4 M (2025-01-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 860-886-5108 |
| Address | 457 West Main Street Norwich, CT 06360 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 45.3 |
| (b) Individuals (high net worth individuals) | 224 | 210.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 8.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 275.4 |
| By Discretionary | ||
| Discretionary | 313 | 162.2 |
| Non-Discretionary | 255 | 113.2 |
| Total | 568 | 275.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 273.5 | |
| Total | 568 | 275.4 |
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|---|---|---|
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IL | 0.3 |
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0.3 | |
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|
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|
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|
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