CAPITAL MANAGEMENT ASSOCIATES INC

7900 Xerxes Ave. S, Ste 500
Minneapolis, Minnesota 55431-1120
Tel: 952-893-1200

About CAPITAL MANAGEMENT ASSOCIATES INC

CAPITAL MANAGEMENT ASSOCIATES INC, formally registered with the SEC as CAPITAL MANAGEMENT ASSOCIATES INC. The firm was established in 01/02/1990. They have over 4 offices throughout the country.

CAPITAL MANAGEMENT ASSOCIATES INC is a Minneapolis, Minnesota based Financial Planning firm with nearly $1,718,035,150 assets under management, offering retirement planning & investment advisory services to 857 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105010
SEC#	801-35808
Assets Managed by Firm	$1,718,035,150
No. of Clients	857
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL & BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	857	$1,718,035,150
Individuals (other than high net worth individuals)	528	$182,963,198
High net worth individuals	276	$1,239,457,497
Pension and profit sharing plans	41	$279,096,077
Charitable organizations	6	$14,770,564
Corporations or other businesses	4	$1,747,814

More Retirement Planning firms in Minneapolis, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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