CMA Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 283847
- Website
- www.cmafs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals92.48%
- HNWI7.47%
- Charitable Organizations0.03%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CMA Financial Services is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on providing financial planning and portfolio management to individuals, families and small-business owners. Its advisory model charges clients a blend of percentage-of-AUM fees and fixed fees rather than transactional or commission-based compensation. CMA does not identify as an ESG investor, and it is not positioned as a multi-state or institutional pension consultant.
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
- Public Funds/Mutual Funds54%
- Cash & Cash Equivalents42%
- Non-Exchange Traded Equities3%
- Exchange Traded Equities1%
Contacts
2 of 2
Christopher Morris
Founder and PresidentCRD 4246536
Jessica Morris
Financial PlannerCRD 5452116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations