CFM Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1373 Veterans Hwy Ste 10, Hauppauge, New...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1
1
1
1

About CFM Advisors

CFM Advisors Inc. is an SEC Registered Investment Advisory firm specializing in corporate and personal investment plan advisory services. With nearly three decades of experience, the company focuses on maximizing plan portfolio performance while minimizing risk for its clients. CFM Advisors provides fiduciary services, including investment monitoring and recommendations, to help employers meet their responsibilities under ERISA. Their mission is to relieve clients of the burden of managing retirement plans, allowing them to concentrate on their core business operations.Explore more
Popular SearchesCFM Advisors IncSIC Code 62,628NAICS Code 52,523Show more

CFM Advisors Org Chart

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MR
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFM Advisors

<$5M
11-50
Private
-
-
$5.2M
1-10
Private
-
2010
DS
David San PaoloManaging Director
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
ML
Mary LeccaChief Compliance Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
MB
Matt BerquistManaging Director
<$5M
1-10
Private
-
2010
CT
Christopher ThomasPlan Consulting Director, Retirement
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CFM Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CFM Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CFM Advisors.

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Frequently Asked Questions Regarding CFM Advisors

What is CFM Advisors's official website?
CFM Advisors's official website is www.cfmadvisorsinc.com
What is CFM Advisors's Revenue?
CFM Advisors's revenue is <$5 Million
What is CFM Advisors's SIC code?
CFM Advisors's SIC: 62,628
What is CFM Advisors's NAICS code?
CFM Advisors's NAICS: 52,523
How many employees does CFM Advisors have?
CFM Advisors has 11-50 employees
What industry does CFM Advisors belong to?
CFM Advisors is in the industry of: Finance, Securities Trading
What is CFM Advisors competition?
CFM Advisors top competitors include: Altirr, Argonautica Private Wealth Management, Intrepid Private Wealth, Integrated Financial Management
What does CFM Advisors do?

CFM Advisors Inc. is an SEC Registered Investment Advisory firm specializing in corporate and personal investment plan advisory services. With nearly three decades of experience, the company focuses on maximizing plan portfolio performance while minimizing risk for its clients. CFM Advisors provides fiduciary services, including investment monitori... ng and recommendations, to help employers meet their responsibilities under ERISA. Their mission is to relieve clients of the burden of managing retirement plans, allowing them to concentrate on their core business operations.Read More

Is CFM Advisors a public company?
CFM Advisors is private company therefore does not currently have an official ticker symbol
See more information about CFM Advisors

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