CMC ADVISORS, INC.

RIASEC RegisteredEst. 2003
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
BOCA RATON, Florida
CRD number
123811
Registered since
October 31, 2003
Fee structure
Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

CMC Advisors, Inc. is a corporate, SEC-registered advisory firm formed in 2003 that operates as an institutional pension consultant. The firm is owned by an individual and focuses its advisory activity on pension consulting services, performing manager research and designing investment programs for institutional retirement plans. Its stated activities emphasize third-party manager selection and oversight rather than acting as a direct capital allocator. The firm does not position itself as an active ESG investor. Its fee arrangements are listed as “other,” indicating customized or non-standard billing structures common in consultant relationships. As a pension consultant, CMC Advisors’ primary emphasis is on aligning institutional liabilities and investment manager line-ups, rather than on retail or wealth management business lines.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • MICHAEL CALANDRA

    Co-Founder & PrincipalCRD 4603201

  • AMAR MEDJID

    Co-Founder & PrincipalCRD 2629943

  • PATRICIA CARABELLO

    Co-Founder & PrincipalCRD 4405918

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
433 Plaza Real
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth