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| CDM Financial Counseling Services Inc
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|---|---|
| CRD # | 126295 |
| SEC # | 801-112929 |
| CIK # | 0002107537 |
| AUM | 315.4 M (2026-01-19) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 860-886-5108 |
| Address | 457 West Main Street Norwich, CT 06360 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002107537 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.4 | ||
| Caterpillar Inc | 2.3 | ||
| United Technologies Corp /DE/ | 1.9 | ||
| Visa Inc | 1.8 | ||
| Alphabet Inc | 1.8 | ||
| Apple Inc | 1.6 | ||
| Marriott International Inc /MD/ | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Philip Morris International Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Union Pacific Corp | 0.9 | ||
| Home Depot Inc | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 50.7 |
| (b) Individuals (high net worth individuals) | 106 | 245.4 |
| (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 | 5 | 8.9 |
| (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 | 5 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 593 | 315.4 |
| By Discretionary | ||
| Discretionary | 347 | 190.8 |
| Non-Discretionary | 246 | 124.6 |
| Total | 593 | 315.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 313.2 | |
| Total | 593 | 315.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107537] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 (1 non-US) |
| Serves | Retail |
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|---|---|---|
|
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|
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