Cm Financial Advisors, LLC

Cm Financial Advisors, LLC (CRD# 109991) is a financial advisory firm headquartered in Rocky Hill, CT. They manage $36,315,797 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
35 Cold Spring Road, Suite 225, Rocky Hill, CT 06067
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $259,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Cm Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mario Ciampi, financial advisor Rocky Hill CT
Mario J. Ciampi
CRD#: 4676638
35 Cold Spring Rd, Suite 225, Rocky Hill, CT 06067

Mario Ciampi (CRD# 4676638) is an Investment Advisor Representative working at Cm Financial Advisors, LLC in Rocky Hill, CT and has 1 year of experience in the finance industry.

2
Anthony Mandile, financial advisor Rocky Hill CT
Anthony Mandile
CRD#: 4688068
35 Cold Spring Rd., Suite 225, Rocky Hill, CT 06067

Anthony Mandile (CRD# 4688068) is an Investment Advisor Representative working at Cm Financial Advisors, LLC in Rocky Hill, CT 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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