C.N.M. Management, LLC
RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$1M
Accounts
5
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 121035
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
C.N.M. Management, LLC is a privately owned limited liability company that provides portfolio management primarily for individual and family clients and small businesses. The firm is structured as an individual-owned adviser and charges clients on a percentage-of-assets-under-management basis. It is not identified as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
2 of 2Nancy Ilacqua
OwnerCRD 5441512
Carmen Ilacqua
Managing MemberCRD 1806158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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