Home
Financial Advisor
New York
Hauppauge
CFM ADVISORS INC

CFM ADVISORS INC

Tel: 631.657.2135 1373 Veterans Highway Suite 10 Hauppauge, New York 11788

About CFM ADVISORS INC

CFM ADVISORS INC is a Hauppauge, New York based financial advisory firm with nearly $3,492,215,000 in assets under management and provides investment advisory services for 2081 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

111581

Firm SEC#:

801-56891

Assets Under Management:

$3,492,215,000

No. of Clients:

2081

No. of Advisors:

5

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, Hauppauge

FirmCRD#:283303
SEC#:801-110652
No. of Advisors:26
No. of Clients:3279
AUM:$819,985,389
FirmCRD#:167243
SEC#:801-77960
No. of Advisors:5
No. of Clients:1
AUM:$750,403,368
FirmCRD#:125878
SEC#:801-127294
No. of Advisors:6
No. of Clients:597
AUM:$228,956,702
FirmCRD#:127621
SEC#:801-79450
No. of Advisors:18
No. of Clients:296
AUM:$138,817,638
FirmCRD#:288894
SEC#:801-125976
No. of Advisors:5
No. of Clients:163
AUM:$55,400,000

Explore More Financial Advisor Firms in Hauppauge, New York >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.