1700 West Big Beaver
Suite 320
Troy, Michigan 48084
Tel: 248-540-7511
CONFIDENTIAL MANAGEMENT ADVISORS, INC, formally registered with the SEC as CONFIDENTIAL MANAGEMENT ADVISORS, INC. The firm was established in 11/05/2009. They have over 1 offices throughout the country.
CONFIDENTIAL MANAGEMENT ADVISORS, INC. is a Troy, Michigan based Financial Planning firm with nearly $154,944,559 assets under management, offering retirement planning & investment advisory services to 130 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125936 |
SEC# | 801-70741 |
Assets Managed by Firm | $154,944,559 |
No. of Clients | 130 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 130 | $154,944,559 |
Individuals (other than high net worth individuals) | 23 | $5,960,645 |
High net worth individuals | 51 | $148,983,914 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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