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 an SEC-registered corporate RIA that has been operating since 2003. The firm is individually owned and positioned as an institutional advisory practice with a clear emphasis on pension consulting. Its stated advisory activity centers on pension consulting services for institutional clients rather than retail wealth management. The snapshot indicates the firm does not act as a capital allocator and is not listed as an active ESG investor. The firm’s fee structure is reported as "Other," suggesting non-standard or customized fee arrangements tailored to institutional engagements.
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 4
Patricia Carabello
Co-Founder & PrincipalCRD 4405918
Michael Berg
PrincipalCRD 2633827
Michael Calandra
Co-Founder & PrincipalCRD 4603201
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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