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
1700 West Big Beaver, Suite 320, Troy, MI 48084
http://www.ficast.com
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Confidential Management Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Craig Adams, financial advisor Troy MI
Craig M. Adams
CRD#: 969
1700 West Big Beaver, Suite 320, Troy, MI 48084

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, financial advisor Troy MI
John F. Noonan
CRD#: 348941
1700 West Big Beaver, Suite 320, Troy, MI 48084

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals