C
CRD: 121035
C.n.m. Management, LLC
Mayfield Village, OH
2168254000
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-1999
- Office Locations
- 2
Office Locations
2000 Auburn Drive Suite 300 Cleveland OH
-- Mayfield Village OH
About C.n.m. Management, LLC
C.n.m. Management, LLC is a Mayfield Village-based RIA with 2 offices. The firm has been operating for 26 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
22.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Request access to benchmark trends tied to vertex vector.
See the complete signal summary connected to frontier.
Unlock to see real insight on pathway atlas insight.
Unlock to compare peer behavior around vertex delta.
See the complete signal summary connected to quantum ember.
Unlock to compare peer behavior around atlas fusion.
Unlock to see real insight on eagle peak.
Unlock to compare peer behavior around timber glacier.
Asset Classes
Radial timber
Client Personas
Summit
Services
Optima Bridge quantum
Owner & Executives
C
CARMEN JOSEPH ILACQUA
Chief Compliance Officer, Money Manager, President
- CRD
- #1806158
- Ownership
- 50% but less than 75%
(393) 863-8187
horizon.alpha@beaconcapital.com
in linkedin.com/in/timber-matrix
N
NANCY L ILACQUA
--
- CRD
- --
- Ownership
- 25% but less than 50%
(435) 346-2877
unison.capital@atlascapital.com
in linkedin.com/in/legacy-fusion
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,000,000
Equity - Exchange:
43.5% Cash:
56.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,286,329,050 | 43.5% |
| Cash | $2,969,599,801 | 56.5% |
| Total | $5,255,928,851 | 100.0% |