Cm Management, LLC

Cm Management, LLC (CRD# 162198) is a financial advisory firm headquartered in , . They manage $44,908,306 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $44,908,306
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Cm Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas A. Satterfield
CRD#: 1631713
Birmingham, AL
93
Wealthminder
score

Thomas Satterfield (CRD# 1631713) is an Investment Advisor Representative working at Cm Management, LLC in Birmingham, AL and has over 29 years of experience in the finance industry.

2
Mark R. Lilly
CRD#: 6035892
Birmingham, AL
87
Wealthminder
score

Mark Lilly (CRD# 6035892) is an Investment Advisor Representative working at Cm Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

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