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CONFIDENTIAL MANAGEMENT ADVISORS, INC.
1700 West Big Beaver
Suite 320
Troy, Michigan 48084
Tel: 248-540-7511
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 Status | Approved |
|---|---|
| Firm CRD# | 125936 |
| SEC# | 801-70741 |
| Assets Managed by Firm | $154,944,559 |
| No. of Clients | 130 |
| No. of Advisors | 1 |
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 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 |
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