Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > hauppauge > CFM ADVISORS INC
CFM ADVISORS INC
1373 Veterans Highway
Suite 10
Hauppauge, New York 11788
Tel: 631.657.2135
About CFM ADVISORS INC
CFM ADVISORS INC, formally registered with the SEC as CFM ADVISORS INC. The firm was established in 10/25/1999. They have over 2 offices throughout the country.
CFM ADVISORS INC is a Hauppauge, New York based Financial Planning firm with nearly $3,492,215,000 assets under management, offering retirement planning & investment advisory services to 2081 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111581 |
| SEC# | 801-56891 |
| Assets Managed by Firm | $3,492,215,000 |
| No. of Clients | 2081 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2081 | $3,492,215,000 |
| Individuals (other than high net worth individuals) | 2031 | $3,335,000,000 |
| High net worth individuals | 13 | $64,800,000 |
| Pension and profit sharing plans | 36 | $92,200,000 |
| Corporations or other businesses | 1 | $215,000 |
More Retirement Planning firms in Hauppauge, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in Hauppauge, New York