C.M. CAPITAL ADVISORS, LLC

PALO ALTO, California·8 registered advisors·CRD# 157529
SEC# 801-728640650-566-6499
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at C.M. CAPITAL ADVISORS, LLC

8 registered advisors
Aiello Francis Paul
PALO ALTO, California
Elizabeth Mahree Hammack
PALO ALTO, California
Fernando Rafael Sucre
PALO ALTO, California
Jenchyn Mao Luh
PALO ALTO, California
Keith Edward Seibert
PALO ALTO, California
Mark Lawrence Louie
PALO ALTO, California
Nicole Marie Belytschko
PALO ALTO, California
Peter Grover Morrissey
PALO ALTO, California
05

Office Locations

PALO ALTO, California
8 advisors

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Data sourced from SEC Form ADV filings. C.M. CAPITAL ADVISORS, LLC (CRD# 157529) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.