Confidential Management Financial Services, Inc.
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 18214
- Registered since
- May 16, 1984
- Website
- www.confidentialmgt.com
Firm profile
FINTRXOverview
Confidential Management Financial Services, Inc. is a corporation that has been registered with the SEC since 1984 and is reported as being owned by an individual. The firm’s public profile is minimal: it is classified as “unclassified” in the available data and is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The data also indicates the firm does not identify as an active ESG investor and is not listed as a capital allocator.
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
Contacts
2 of 2Craig Adams
PresidentCRD 969
Nicole Boisvert
Director of AdministrationCRD 8314465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1700 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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