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CM FIRST CAPITAL CORP.
CRD 128617 · SEC 801-62464
18600 MAIN STREET, SUITE 220, HUNTINGTON BEACH, CA, 92648, United States
Phone
714-465-2207
Fax
714-465-2209
Registration
— (—)
Source
State registered
Total AUM
$12.9M
Discretionary AUM
$12.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)HOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $2.1M |
| High net worth individuals | 7 | $10.8M |
All web addresses on file
Official SEC filing: View on IAPD