Confidential Management Advisors, Inc.
Confidential Management Advisors, Inc. is an SEC-registered ria in Troy, MI with $161.9M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Confidential Management Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125936, SEC 801-70741, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $161.9M (2026-03-27)
- Firm type
- Ria
- Location
- Troy, MI
- Employees
- 1
- Clients
- 69
- CRD
- 125936
- Ownership
- NOONAN, JOHN, FRANCIS; ADAMS, CRAIG, MAXWELL
How much AUM does Confidential Management Advisors, Inc. have?
Confidential Management Advisors, Inc. reported $161.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Confidential Management Advisors, Inc.?
Disclosed owners and executives of Confidential Management Advisors, Inc. include NOONAN, JOHN, FRANCIS, ADAMS, CRAIG, MAXWELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.