C
$47.9M Total AUM
$47.9M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2000
- Office Locations
- 2
Office Locations
35 Cold Spring RD Suite 225 Rocky Hill CT
35 Cold Spring Rd. Suite 225 Rocky Hill, CT CT
About CM Financial Advisors, LLC
CM Financial Advisors provides comprehensive wealth management for individuals and small businesses, pairing portfolio construction with retirement and education planning, insurance guidance, and employer plan support (SIMPLE/SEP/401(k)). Portfolios may use ETFs, mutual funds, closed-end funds, equities, bonds, CDs, and variable annuities. Unique: in-house tax preparation with two CPAs on staff.
Team overview
62 AVG AGE
$23.9M AVG AUM / ADVISOR
$543.8K AVG AUM / CLIENT
26.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARIO JOSEPH CIAMPI
Financial Advisor, General Partner
- CRD
- #4676638
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ANTHONY MANDILE
--
- CRD
- #4688068
- Ownership
- 50% but less than 75%
Available
Available
Available
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 | $47,850,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,850,529 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing