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Confidential Management Advisors, Inc.

● SEC registered since 2009CRD 125936SEC# 801-70741Troy, MI
Export (members)
Reg. AUM
$154.9M
Employees
1
Accounts
130
Location
Troy, MI

Confidential Management Advisors, Inc. assets under management

Confidential Management Advisors, Inc. is an SEC-registered investment adviser based in Troy, MI. The firm has been registered since 2009. It reports $154.9 million in regulatory assets under management and employs 1 people.
www.confidentialmgt.comView on SEC.gov ↗

Confidential Management Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Craig Maxwell Adams ControlPresident/Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Confidential Management Advisors, Inc. manage?

Confidential Management Advisors, Inc. reports $154.9 million in regulatory assets under management on its Form ADV.

How many employees does Confidential Management Advisors, Inc. have?

Confidential Management Advisors, Inc. reports 1 employees.

Where is Confidential Management Advisors, Inc. located?

Confidential Management Advisors, Inc. is based in Troy, MI and has been SEC-registered since 2009.

Does Confidential Management Advisors, Inc. disclose fund performance?

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

Contact & registration

Address1700 West Big Beaver, Suite 320, Troy, MI 48084
Phone248-540-7511
Fax248-540-9261
Office hours8:30a.m. - 3:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.9M
Non-discretionary$0
Total (RAUM)$154.9M