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CMR CAPITAL MANAGEMENT, LLC

800 E. Colorado Blvd., Suite 890
Pasadena, California 91101
Tel: 626-817-9900

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About CMR CAPITAL MANAGEMENT, LLC

CMR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CMR CAPITAL MANAGEMENT, LLC. The firm was established in 08/08/2016. They have over 1 offices throughout the country.

CMR CAPITAL MANAGEMENT, LLC is a Pasadena, California based Financial Planning firm with nearly $203,835,555 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284054
SEC#801-108240
Assets Managed by Firm$203,835,555
No. of Clients8
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total8$203,835,555

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