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Craig Maxwell Adams

CONFIDENTIAL MANAGEMENT ADVISORS, INC.·TROY, Michigan
Clean recordCONFIDENTIAL MANAGEMENT ADVISORS, INC.
1700 WEST BIG BEAVER, TROY, MI 48084CRD# 969Firm CRD# 125936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Maxwell Adams · TROY, MI
Registration
CRD #969 · CONFIDENTIAL MANAGEMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig Maxwell Adams is a registered financial advisor based in TROY, Michigan, affiliated with CONFIDENTIAL MANAGEMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
AUM
$149M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CONFIDENTIAL MANAGEMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 969
Firm CRD# 125936
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Maxwell Adams offer?
Craig Maxwell Adams specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are Craig Maxwell Adams's credentials?
Craig Maxwell Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Maxwell Adams located?
Craig Maxwell Adams is based in TROY, Michigan, working with CONFIDENTIAL MANAGEMENT ADVISORS, INC.. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Craig Maxwell Adams charge for services?
Craig Maxwell Adams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFIDENTIAL MANAGEMENT ADVISORS, INC.?
CONFIDENTIAL MANAGEMENT ADVISORS, INC. has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Francis Noonan
TROY, MI

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