Cfm Advisors Inc
● SEC registered since 1999CRD 111581SEC# 801-56891Hauppauge, NY
Reg. AUM
$202.7M
Employees
7
Accounts
315
Location
Hauppauge, NY
Cfm Advisors Inc assets under management
Cfm Advisors Inc is an investment advisory firm registered with the SEC based in Hauppauge, NY. The firm has been registered since 1999. It reports $202.7 million in regulatory assets under management and employs 7 people.
Cfm Advisors Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Michael Ward Control | Chief Compliance Officer & In-House Erisa Counsel | Under 5% | 2024 |
| Apollo Lunar Module LP Control | Principal Shareholder | Over 75% | 2019 |
| Michael Scott Russo Control | Trustee | — | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cfm Advisors Inc manage?
Cfm Advisors Inc reports $202.7 million in regulatory assets under management on its Form ADV.
How many employees does Cfm Advisors Inc have?
Cfm Advisors Inc reports 7 employees.
Where is Cfm Advisors Inc located?
Cfm Advisors Inc is based in Hauppauge, NY and has been SEC-registered since 1999.
Does Cfm Advisors Inc disclose fund performance?
Cfm Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1373 Veterans Highway, Suite 10, Hauppauge, NY 11788 |
| Phone | 631.657.2135 |
| Fax | 631.249.5653 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202.7M▼ 94%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$202.7Mregulatory AUM
Discretionary $0Non-discretionary $202.7M