|
⚲
|
| CFM Advisors Inc
✚
|
|
|---|---|
| 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
✚
|
CA | 1.4 |
|
Albion Management Group
✚
|
UT | 1.4 |
|
Ranger Investment Management LP
✚
|
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 |