CM FINANCIAL SERVICES, LLC
Total AUM
$26.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16 NORTH MAIN STREET
BEL AIR
MD 21014-3599
USA
BEL AIR
MD 21014-3599
USA
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
410-879-3535
Financials
Total AUM
$26.2M
Accounts
323Discretionary
$26.2M
Accounts
323Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MDPA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.