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CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936 · SEC 801-70741
1700 WEST BIG BEAVER, SUITE 320, TROY, MI, 48084, United States
Phone
248-540-7511
Fax
248-540-9261
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.9M
Discretionary AUM
$161.1M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.2M |
| High net worth individuals | 51 | $158.7M |
States served
MI, FL
All web addresses on file
Official SEC filing: View on IAPD