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CFM Advisors Inc
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CRD # | 111581 |
SEC # | 801-56891 |
CIK # | |
AUM | $1.4 BB (2023-03-30) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 631-249-0500 |
Address | 1373 Veterans Highway Hauppauge, NY 11788 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,047 | 1,298.0 |
(b) Individuals (high net worth individuals) | 15 | 72.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 13 | 30.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,175 | 1,400.0 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 1,175 | 1,400.0 |
Total | 1,175 | 1,400.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,400.0 | |
Total | 1,175 | 1,400.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Patriot Investment Management Group Inc
✚
|
TN | 1.4 |
Ensemble Capital Management LLC
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|
CA | 1.4 |
Albion Management Group
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|
UT | 1.4 |
Ranger Investment Management LP
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|
TX | 1.4 |
Relyea Zuckerberg Hanson LLC
✚
|
CT | 1.4 |
Lion Street Advisors LLC
✚
|
TX | 1.4 |
Beaird Harris Wealth Management LLC
✚
|
TX | 1.4 |
Lee Danner & Bass Inc
✚
|
TN | 1.4 |
Larch Capital Partners LLC
✚
|
FL | 1.4 |
LM Kohn & Company
✚
|
OH | 1.4 |