National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > michigan > troy > CONFIDENTIAL MANAGEMENT ADVISORS, INC.

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

1700 West Big Beaver
Suite 320
Troy, Michigan 48084
Tel: 248-540-7511

Need a Financial Advisor?
Compare Vetted Advisors

About CONFIDENTIAL MANAGEMENT ADVISORS, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#125936
SEC#801-70741
Assets Managed by Firm$154,944,559
No. of Clients130
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total130$154,944,559
Individuals (other than high net worth individuals)23$5,960,645
High net worth individuals51$148,983,914

More Retirement Planning firms in Troy, Michigan:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC
1 Corporate Way
Lansing, MI, 48951
$246,667,042,077132164
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center, Suite 100
Southfield, MI, 48075
$20,526,058,79617010134
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$20,209,044,3478574
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
$15,029,547,34341215
BRICKTOWN CAPITAL, LLC
600 E. Lafayette Blvd
Detroit, MI, 48226
$11,989,880,00010531

Explore More Retirement Advisors in Troy, Michigan