CFM ADVISORS INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $202.7M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $202.7M |
| Client Accounts | 315 |
| Avg Account Size | $643K |
| Employees | 7 |
| Peak AUM | $3.49BFeb 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $203M | 94.2% | 47.5% | 14.3% | |
| Non-Disc. AUM | $203M | ||||
Key Metrics
| Total AUM | $202.7M |
| Discretionary | $0 |
| Employees | 7 |
| Client Accounts | 315 |
| Client Range | 0 |
Contact & Location
Address
1373 VETERANS HIGHWAY
HAUPPAUGE NY 11788
Phone
631.657.2135
Filing History
50 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$203M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported