CLM Capital Management

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

883 Main St Ste 12, Sanford, Maine, 0407...

Phone Number

(207) 636-7068

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About CLM Capital Management

D. Bruce McNamee, CPA, CFP offers comprehensive financial planning, tax planning, and investment advisory services to individuals, trusts, and businesses. With over 30 years of experience, Bruce provides tailored strategies to help clients maximize their financial outcomes, including retirement planning and tax optimization. The firm also offers a second opinion service for tax returns to identify potential savings and errors. Bruce and his team prioritize strong client relationships and strive to simplify financial management for their clients.Explore more
CLM Capital Management's Social MediaPopular SearchesCLM Capital Management LLCCpaSIC Code 62,628NAICS Code 52,523Show more

CLM Capital Management Org Chart

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LM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CLM Capital Management

<$5M
1-10
Private
-
1995
LM
Linda McnameeAccount Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2006
TM
Tyler MayWealth Management Associate
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Company Profile Activity

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Activity Insights

CLM Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

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Frequently Asked Questions Regarding CLM Capital Management

What is CLM Capital Management's official website?
CLM Capital Management's official website is www.dbmcpa.net
What is CLM Capital Management's Revenue?
CLM Capital Management's revenue is <$5 Million
What is CLM Capital Management's SIC code?
CLM Capital Management's SIC: 62,628
What is CLM Capital Management's NAICS code?
CLM Capital Management's NAICS: 52,523
How many employees does CLM Capital Management have?
CLM Capital Management has 1-10 employees
What industry does CLM Capital Management belong to?
CLM Capital Management is in the industry of: Finance, Securities Trading
What is CLM Capital Management competition?
CLM Capital Management top competitors include: Arlington Wealth Planning, Stockade Wealth Management, Sterling Investment Management, Kokesh Financial Strategies
How do I contact CLM Capital Management?
CLM Capital Management contact info: Phone number: (207) 636-7068 Website: www.dbmcpa.net
What does CLM Capital Management do?

D. Bruce McNamee, CPA, CFP offers comprehensive financial planning, tax planning, and investment advisory services to individuals, trusts, and businesses. With over 30 years of experience, Bruce provides tailored strategies to help clients maximize their financial outcomes, including retirement planning and tax optimization. The firm also offers a... second opinion service for tax returns to identify potential savings and errors. Bruce and his team prioritize strong client relationships and strive to simplify financial management for their clients.Read More

What are CLM Capital Management social media links?
CLM Capital Management Linkedin page
Is CLM Capital Management a public company?
CLM Capital Management is private company therefore does not currently have an official ticker symbol
See more information about CLM Capital Management

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