CMC ADVISORS, INC.
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 123811
- Registered since
- October 31, 2003
- Website
- cmcinteractive.com
- Fee structure
- Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
CMC Advisors, Inc. is a corporate, SEC-registered advisory firm formed in 2003 that operates as an institutional pension consultant. The firm is owned by an individual and focuses its advisory activity on pension consulting services, performing manager research and designing investment programs for institutional retirement plans. Its stated activities emphasize third-party manager selection and oversight rather than acting as a direct capital allocator. The firm does not position itself as an active ESG investor. Its fee arrangements are listed as “other,” indicating customized or non-standard billing structures common in consultant relationships. As a pension consultant, CMC Advisors’ primary emphasis is on aligning institutional liabilities and investment manager line-ups, rather than on retail or wealth management business lines.
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
Contacts
3 of 4MICHAEL CALANDRA
Co-Founder & PrincipalCRD 4603201
AMAR MEDJID
Co-Founder & PrincipalCRD 2629943
PATRICIA CARABELLO
Co-Founder & PrincipalCRD 4405918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 433 Plaza Real
- Time zone
- ET (UTC-5)
- Office locations
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