CIM

Overview

CIM is a very small limited liability advisory firm that provides financial planning services on a fee basis. The firm is owner-operated and does not act as a capital allocator or a pension consultant; its business activity centers on advisory and planning rather than running in-house investment products. Fee arrangements listed include hourly charges, fixed fees and other non-commission structures, and the firm is not identified as an active ESG investor or a multi-state adviser. The firm maintains an industry affiliation as a real estate broker, which suggests that real estate advice or transaction activity can be part of its service mix. Given the firm’s minimal assets and non-discretionary posture, the practical focus appears to be planning, referrals and coordinating access to third‑party investments rather than direct portfolio management at scale.

Assets & Accounts

Investments & Alternatives

Location & Offices