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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Royal Bank · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-1999
- Office Locations
- 2
Office Locations
About CFM Advisors INC
CFM Advisors, Inc. is an SEC-registered RIA (independent since 1996) providing ERISA retirement plan advice for plan sponsors and financial advisors nationwide. As a 3(38) fiduciary, the firm monitors plan investments and remittance timing and makes removal/replacement recommendations when options no longer meet its selection criteria, aiming to improve risk-adjusted plan portfolio outcomes.
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Owner & Executives
ANTHONY MICHAEL WARD
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIAM BONACCI
Director of Investments
- CRD
- #2361521
LYLE WELDON HARDGROVE
Investment Advisor Representative
- CRD
- #5932833
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $202,673,837 | $643,409 |
| Total | $202,673,837 | $643,409 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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