Featured Business Financial Advisor in Asheville, NC
Asheville Financial Advisors
ACM Wealth Management
Serving Asheville Surrounding Area
Asheville, NC 28801
(877) 707-5429
“Independent. Certified. Experienced.”
Advisor Profile
TONY MONTANARI, CIMAŽ
Name:  TONY MONTANARI, CIMAŽ
Phone Number:  (877) 707-5429
Website:  Visit Website
Disclosure Link:
Securities and advisory serv...

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates
unbiased, customized investment strategies to help build, protect
and transfer client's wealth. We take a comprehensive and
customized approach to your financial situation. Understanding what
is most important to you, we then develop a clear long term plan
that considers your needs, your goals, and your priorities. After
the initial plan is developed we take an active role in your
pursuit of these goals.
 

General Information

CRD#:    3089483
Name of Custodial Firm:    First Clearing Corp, Fidelity, null Ameritrade
States Licensed in:    NC, IL, MA, NY, CT, CA, FL, NJ, SC, GA, OH
States Willing to do Business in:    Charlotte
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    5
Work Experience:    Tony started in the business in 1998. He was trained and worked for two large, national Wall Street Firms. In 2009, Tony started ACM Wealth Management so he could become an independent financial advisor and represent the best interests of his clients and not a large corporation.
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Managed Accounts, Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At your home, At my office, At your office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Investment Management Analyst (CIMA®)
Securities Licenses:    Series 63, Series 31, Series 65, Series 7
Insurance and Annuity Licenses:    Disability, Life, Variable Life, Long Term Care, Variable Annuity, Annuity
Financial Organization Memberships:    Paladin Registry, Investment Management Consultants Association
Non-Financial Organization Memberships:    UNC Alumni Association, The RAMS Club, Verdict Ridge Country Club, Birkdale Basketball League
 

Firm Information

Advisor's Number of Clients:    43
Advisor's Number of Managed Clients:    43
Advisor's Number of Planning Clients:    43
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    500,000
Compensation Methods:    Based on Assets, Commissions, Flat Fee
 
 
 
Prepared By: TONY MONTANARI, CIMAŽ

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