Unclaimed Profile

Paul Andrew Bodnar

CM WEALTH ADVISORS LLC·BEACHWOOD, Ohio

Clean recordCM WEALTH ADVISORS LLC

2000 AUBURN DRIVE, BEACHWOOD, OH 44122-4327CRD# 5123630Firm CRD# 119467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Andrew Bodnar · BEACHWOOD, OH

Registration

CRD #5123630 · CM WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Andrew Bodnar is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with CM WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CM WEALTH ADVISORS LLC

AUM

$3.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CM WEALTH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: % OF ASSETS MONITORED

Regulatory

SEC/IARD CRD# 5123630

Firm CRD# 119467

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Andrew Bodnar offer?

Paul Andrew Bodnar specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Paul Andrew Bodnar's credentials?

Paul Andrew Bodnar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Andrew Bodnar located?

Paul Andrew Bodnar is based in BEACHWOOD, Ohio, working with CM WEALTH ADVISORS LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Paul Andrew Bodnar charge for services?

Paul Andrew Bodnar's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CM WEALTH ADVISORS LLC?

CM WEALTH ADVISORS LLC has approximately 23 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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