CTM Financial, LLC
RIASEC Registered
Total AUM
$10.9M
Discretionary
$10.9M
100% of AUM
Avg account
$603K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 124458
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.3%
- Individuals15.29%
- Corporations / Businesses3.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ctm Financial, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management primarily for individuals, families, and small businesses. The firm operates under a fee structure based on a percentage of assets under management. With a client base that includes both individual and institutional clients, Ctm Financial emphasizes personalized investment strategies tailored to meet the unique needs of each client.
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
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents23%
- Derivatives4%
Contacts
1 of 1Anthony Monks
OwnerCRD 4137049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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