Confidential Management Advisors, Inc.
Confidential Management Advisors, Inc. (CRD# 125936) is a financial advisory firm headquartered in Troy, MI. They manage $148,509,523 in 159 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Confidential Management Advisors, Inc.
By the Numbers
-
Total Assets Under Management149MILLION
-
Total Number of Accounts159ACCOUNTS
-
Average Account Value$934,022
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI
Financial Advisors at Confidential Management Advisors, Inc.
1
Craig Adams (CRD# 969) is an Investment Advisor Representative working at Confidential Management Advisors, Inc. in Troy, MI and has over 42 years of experience in the finance industry.
2
John Noonan (CRD# 348941) is an Investment Advisor Representative working at Confidential Management Advisors, Inc. in Troy, MI and has over 35 years of experience in the finance industry.
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