C
CRD: 125936
Confidential Management Advisors, Inc.
Troy, MI, 48084
2485407511
$161.9M Total AUM
$161.1M Disc. AUM
7.0% 3Y CAGR
1 Employees
69 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-2008
- Office Locations
- 1
Office Locations
1700 West BIG Beaver Suite 320 Troy MI
About Confidential Management Advisors, Inc.
Confidential Management Advisors, Inc. is a Troy-based RIA. The firm has been operating for 17 years. Managing $161.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$161.9M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Prime vital
Investment Themes
Foundation Vital Matrix fusion
Investment Vehicles
Harbor
Services
Delta North Atlas bridge Insight
Owner & Executives
C
CRAIG MAXWELL ADAMS
Chief Compliance Officer, President
- CRD
- #969
- Ownership
- 75% or more
(857) 407-8975
frontier.element@embercapital.com
in linkedin.com/in/meridian-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,095,240 | $1,320,453 |
| Non-Discretionary | $794,193 | $79,419 |
| Total | $161,889,433 | $1,226,435 |
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Separately Managed Accounts
Total SMA Asset: $161,889,433
Public Funds:
21.9% Other:
24.5% Equity - Exchange:
53.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $409,134,543 | 21.9% |
| Other | $457,707,594 | 24.5% |
| Equity - Exchange | $1,001,352,124 | 53.6% |
| Total | $1,868,194,261 | 100.0% |