$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-2003
- Office Locations
- 1
Office Locations
-- Mahwah NJ
About CTM Financial, LLC
CTM Financial, LLC is a Mahwah-based RIA. The firm has been operating for 23 years. Managing $10.9M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
A
ANTHONY MONKS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4137049
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,860,117 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,860,117 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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