Cfm Advisors Inc
Cfm Advisors Inc is an SEC-registered mass-market adviser in Hauppauge, NY with $202.7M assets under management (AUM, regulatory AUM), -94% over one year. See who owns Cfm Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111581, SEC 801-56891, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $202.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Hauppauge, NY
- Employees
- 7
- Clients
- 216
- CRD
- 111581
- Ownership
- MATERA, VICTOR; DISIMILE, ROBERT, JOHN; ROMANO, JOHN; HUNT, JOHN, STEPHEN; SCHWARTZ, JASON, RICHARD
How much AUM does Cfm Advisors Inc have?
Cfm Advisors Inc reported $202.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Cfm Advisors Inc?
Disclosed owners and executives of Cfm Advisors Inc include MATERA, VICTOR, DISIMILE, ROBERT, JOHN, ROMANO, JOHN, HUNT, JOHN, STEPHEN, SCHWARTZ, JASON, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.