CTM Financial is a registered investment advisor providing personalized investment advice and portfolio monitoring to clients. Operated by Tony Monks as the sole managing member, CTM Financial focuses on tailoring investment strategies to fit each client's individual needs, financial goals, risk tolerance, and any specific investment restrictions. This document serves as a brochure supplement providing professional background and disciplinary history for Tony Monks.
Assets Under Management$11M
Clients9
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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