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CFM ADVISORS INC
CRD 111581 · SEC 801-56891
1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788, United States
Phone
631.657.2135
Fax
631.249.5653
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.7M
Discretionary AUM
$0
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $146.7M |
| High net worth individuals | 14 | $40.4M |
| Pension/profit sharing plans | 15 | $15.4M |
| Corporations/business entities | 2 | $228K |
States served
MD, NY, PA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD