Confidential Management Advisors, Inc.

Confidential Management Advisors, Inc. (CRD# 125936) is a financial advisory firm headquartered in Troy, MI. They manage $152,856,939 in 183 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.confidentialmgt.com/
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $835,284
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
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.

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 40 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 33 years of experience in the finance industry.

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