CFM ADVISORS INC

CCG INVESTMENTS
HAUPPAUGE, New York·6 registered advisors·CRD# 111581
SEC# 801-568911631.249.0500
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CFM ADVISORS INC

6 registered advisors
Anthony Michael Ward
HAUPPAUGE, New York
John Romano
HAUPPAUGE, New York
Louis Anthony Russo
HAUPPAUGE, New York
Michael Scott Russo
HAUPPAUGE, New York
Robert John Disimile
MELVILLE, New York
Victor Matera
MELVILLE, New York
05

Office Locations

HAUPPAUGE, New York
4 advisors
MELVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. CFM ADVISORS INC (CRD# 111581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.