Cm Capital Partners

Cm Capital Partners (CRD# 291720) is a financial advisory firm headquartered in Millstone Township, NJ. They manage $15,300,000 in 68 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6 Horseshoe Drive, Millstone Township, NJ 08535
http://www.centrade.info
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $225,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NJ, NV, NY

Financial Advisors at Cm Capital Partners
Showing 1 - 3 of 3 top financial advisors.
1
Ulderico Conte, financial advisor Millstone Township NJ
Ulderico Conte
CRD#: 2163160
6 Horseshoe Drive, Millstone Township, NJ 08535

Ulderico Conte (CRD# 2163160) is an Investment Advisor Representative working at Cm Capital Partners in Millstone Township, NJ and has over 7 years of experience in the finance industry.

2
Ezri Shechter, financial advisor Millstone Township NJ
Ezri Shechter
CRD#: 2772177
6 Horseshoe Drive, Millstone Township, NJ 08535

Ezri Shechter (CRD# 2772177) is an Investment Advisor Representative working at Cm Capital Partners in Millstone Township, NJ and has over 27 years of experience in the finance industry.

3
Avi Mandel, financial advisor Millstone Township NJ
Avi M. Mandel
CRD#: 7397516
6 Horseshoe Drive, Millstone Township, NJ 08535

Avi Mandel (CRD# 7397516) is an Investment Advisor Representative working at Cm Capital Partners in Millstone Township, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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