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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 |
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