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Cfm Advisors Inc

● SEC registered since 1999CRD 111581SEC# 801-56891Hauppauge, NY
Export (members)
Reg. AUM
$3.49B
Employees
5
Accounts
2,081
Location
Hauppauge, NY

Cfm Advisors Inc assets under management

Cfm Advisors Inc is an investment advisory firm registered with the SEC based in Hauppauge, NY. The firm has been registered since 1999. It reports $3.5 billion in regulatory assets under management and employs 5 people.

Cfm Advisors Inc owners & executives

4 reported
NameTitleOwnershipSince
Anthony Michael Ward ControlChief Compliance Officer & In-House Erisa CounselUnder 5%2024
Apollo Lunar Module LP ControlPrincipal ShareholderOver 75%2019
Michael Scott Russo ControlTrustee2019
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Frequently asked questions

How much does Cfm Advisors Inc manage?

Cfm Advisors Inc reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does Cfm Advisors Inc have?

Cfm Advisors Inc reports 5 employees.

Where is Cfm Advisors Inc located?

Cfm Advisors Inc is based in Hauppauge, NY and has been SEC-registered since 1999.

Does Cfm Advisors Inc disclose fund performance?

Cfm Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1373 Veterans Highway, Suite 10, Hauppauge, NY 11788
Phone631.657.2135
Fax631.249.5653
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$3.49B
Total (RAUM)$3.49B