CM FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- ROCKY HILL, Connecticut
- CRD number
- 109991
- Website
- www.cmco-cpa.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
CM Financial Advisors, LLC is a small, privately owned advisory firm organized as an LLC that serves individual and family clients. The firm combines accounting services with ongoing portfolio management for individuals and small businesses. Its compensation model blends an assets-under-management fee with the option to bill hourly for certain services. CM Financial Advisors does not present itself as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities37%
- Exchange Traded Equities30%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents8%
- US Government Bonds5%
Contacts
2 of 2MARIO CIAMPI
Certified Financial Planner and CPACRD 4676638
ANTHONY MANDILE
Co-Founding PartnerCRD 4688068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCKY HILL, CT
HARTFORD
Location
ROCKY HILL, CT
Headquartered in ROCKY HILL, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 35 Cold Spring Rd
- Time zone
- ET (UTC-5)
- Office locations
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