One Parkway Center
1850 Parkway Pl Se, Ste 1025
Marietta, Georgia 30067-8289
Tel: 770-422-4606
CAPITAL MANAGEMENT ADVISORS INC, formally registered with the SEC as CAPITAL MANAGEMENT ADVISORS INC. The firm was established in 11/05/1991. They have over 1 offices throughout the country.
CAPITAL MANAGEMENT ADVISORS INC is a Marietta, Georgia based Financial Planning firm with nearly $52,004,472 assets under management, offering retirement planning & investment advisory services to 198 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110447 |
SEC# | 801-40001 |
Assets Managed by Firm | $52,004,472 |
No. of Clients | 198 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 198 | $52,004,472 |
Individuals (other than high net worth individuals) | 115 | $32,169,592 |
High net worth individuals | Fewer than 5 clients | $9,852,455 |
Pension and profit sharing plans | Fewer than 5 clients | $2,866,194 |
Charitable organizations | Fewer than 5 clients | $4,383,386 |
Corporations or other businesses | Fewer than 5 clients | $2,732,845 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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