CME FINANCIAL SERVICES, LLC

Overview

CME Financial Services, LLC operates as a capital allocator that primarily sources and places client capital with outside managers rather than running a large in‑house investment lineup. Its advisory activity is focused on the selection of other advisers: the firm identifies, vets and allocates to third‑party managers and uses pooled vehicles such as mutual funds as part of client solutions. The firm charges fees as a percentage of assets under management and is not identified as an active ESG investor. Regulatory and classification fields are limited; it is organized as a limited liability company and is described as an unclassified, domestically owned entity.

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Location & Offices