Cbm Capital, Inc. is a large advisory firm based in New York. It manages $463.68 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.
Cbm Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cbm Capital, Inc. is $463.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cbm Capital, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cbm Capital, Inc. performs its advisory services is located at 645 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Clifton, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212 404-4646. The normal business hours are 9:00 am to 5:00 pm est on Monday - Friday.