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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-09-2000
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 88 clients, or 44 clients per representative. That equates to $543.8K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Custodian
- Investment Vehicles
- Services
- Technology
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The full CM Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARIO JOSEPH CIAMPI
Financial Advisor, General Partner
- CRD
- #4676638
- Ownership
- 50% but less than 75%
ANTHONY MANDILE
--
- CRD
- #4688068
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,850,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,850,529 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CM Financial Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.