Assets Under Management
$94.0M
Number of Clients
15
Number of Advisors
1
Average Client AUM
$6.3M
AUM per Advisor
$94.0M
Compensation
Fee-Only (AUM)
CMA offers discretionary and non-discretionary portfolio management services, developing personalized investment guidelines based on client objectives, risk tolerance, and liquidity needs. They may utilize sub-advisers and conduct due diligence on third-party managers. CMA also provides investment advisory services to the Wellington Shields All Cap Fund.
60 Broad Street, 39th Floor, New York, NY, 10004