Craig
Adams

Confidential Management Advisors, Inc

CRD#969
Investment Advisor
in Troy, MI

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About this Advisor

Craig Adams is a financial advisor operating in Troy, Michigan with a total of 13 years of relevant experience. Adams is an advisor for Confidential Management Advisors, Inc. Over the course of their career, they have held roles at Confidential Management Financial Services, Inc, Ficast Corporation, Confidential Management Advisors, Inc and Confidential Management Services, Inc. Adams maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Confidential Management Advisors, Inc is an advisory business operating out of Troy, MI. It oversees $131 million in assets across its 107 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 107 client accounts, 81% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Confidential Management Advisors, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on which service is offered. However, fees billed by Confidential Management Advisors, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1700 West Big Beaver Suite 320
Troy, MI 48084

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Confidential Management Advisors, Inc Brokerage Details

Total Assets Under Management

$131,266,076

MI Average: $943,424,332
Total Number of Employees

2

MI Average: 21
Total Number of Accounts

107

MI Average: 1,586
Average Account Size

$1,226,786

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Craig Adams Work History

Craig has been registered as a financial advisor for 13 years.*

1999 - Present (25 years)

Ficast Corporation

1991 - Present (33 years)

Confidential Management Financial Services, Inc

1991 - Present (33 years)

Confidential Management Advisors,Inc

1991 - Present (33 years)

Confidential Management Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Craig Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Confidential Management Advisors, Inc

Craig Adams
Troy, MI
John Noonan
Troy, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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