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CM FINANCIAL ADVISORS, LLC
CRD 109991
35 COLD SPRING ROAD, SUITE 225, ROCKY HILL, CT, 06067, United States
Phone
860-563-5505
Fax
860-563-5486
Registration
— (—)
Source
State registered
Total AUM
$47.9M
Discretionary AUM
$47.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $47.9M |
Official SEC filing: View on IAPD