CM Wealth Advisors LLC
Nombre legal: CM WEALTH ADVISORS LLC
Detalles de contacto completos
CM Wealth Advisors LLC
2000 AUBURN DRIVE, SUITE 400, BEACHWOOD, OH
216-831-9667
216-831-3779
Otra información
CM Wealth Advisors LLC es una Compañía de Responsabilidad Limitada OH registrada y aprobada que ha estado operando desde 2003. La empresa emplea a 20 personas, incluyendo 6 personas en roles de asesoramiento y atiende a 34 clientes. Como una firma registrada ante la SEC, CM Wealth Advisors LLC está completamente autorizada para ofrecer servicios de asesoramiento financiero.
Wealth Management | United States | CM Wealth Advisors
CM Wealth Advisors is a preeminent multi-family office offering objective counsel, exceptional client service, and a disciplined, sophisticated approach to wealth management.
Propietarios directos
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CMWA LLC
SOLE MEMBER posee 75% o más
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CYNTHIA GARDNER KOURY
CHIEF INVESTMENT OFFICER posee menos de 5%
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DAVID CARL HENKEL
PRESIDENT posee menos de 5%
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DOUGLAS JOHN SMORAG
CHIEF OPERATING OFFICER posee menos de 5%
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JAMES WILLIAM WERT
MANAGER & CEO posee menos de 5%
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JOHN EDGAR KOHL
SENIOR CONSULTANT AND MEMBER OF INVESTMENT COMMITTEE posee menos de 5%
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KAREN LYSYK GRECO
GENERAL COUNSEL AND SECRETARY posee menos de 5%
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NEAL BRUCE COLBY
CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER posee menos de 5%
Propietarios indirectos
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WILLIAM JAMES O'NEILL
MEMBER OF ADVISORY BOARD OF CMWA LLC
Custodios
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BNY MELLON
Estados Unidos