CMC Wealth LLC
Firm details
- Headquarters
- Cranford, New Jersey
- CRD number
- 336810
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cmc Wealth LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it maintains affiliations with an accountant and an insurance company, which may enhance its service offerings and client support.
Assets & Accounts
Public Holdings
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
1 of 1
Christopher Colyer
Managing MemberCRD 6841628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cranford, NJ
Union
Location
Cranford, NJ
Headquartered in Cranford, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 214 Walnut Ave
- Time zone
- ET (UTC-5)
- Office locations
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