Insights

Niche Market Focus CFM Advisors Inc specializes in corporate and personal investment plan advisory services, positioning it as a key player for clients seeking tailored investment solutions and portfolio optimization in the financial sector.

Growth Potential With a revenue range of 10 to 25 million dollars and a dedicated team of up to 50 employees, CFM Advisors presents opportunities for scalable service offerings and technological enhancements to support expanding client needs.

Technology Stack Utilizing a modern tech infrastructure including MySQL, PHP, and cloud tools like Microsoft 365, CFM Advisors can be approached for integrated tech solutions to streamline client reporting, compliance, or data management services.

Alignment with Competitors Operating alongside larger firms such as Bain Capital and The Carlyle Group, CFM Advisors offers a focused boutique service that could benefit from strategic partnerships, co-marketing initiatives, or shared technology platforms.

Financial Stability With steady revenue figures, CFM Advisors shows resilience and growth potential, making it an attractive prospect for financial technology upgrades, targeted financial services, or investment platform enhancements.

CFM Advisors Inc Tech Stack

CFM Advisors Inc uses 8 technology products and services including MySQL, Microsoft 365, Slick, and more. Explore CFM Advisors Inc's tech stack below.

  • MySQL
    Database
  • Microsoft 365
    Email
  • Slick
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • PHP
    Programming Languages
  • Nginx
    Web Servers

Media & News

CFM Advisors Inc's Email Address Formats

CFM Advisors Inc uses at least 3 format(s):
CFM Advisors Inc Email FormatsExamplePercentage
FLast@clearhorizongroup.comJDoe@clearhorizongroup.com
100%
FLast@ccg1800.comJDoe@ccg1800.com
89%
Last@ccg1800.comDoe@ccg1800.com
11%

Frequently Asked Questions

Where is CFM Advisors Inc's headquarters located?

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CFM Advisors Inc's main headquarters is located at 1373 Veterans Highway Suite 10 Hauppauge, New York United States. The company has employees across 2 continents, including North AmericaEurope.

What is CFM Advisors Inc's phone number?

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You can contact CFM Advisors Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFM Advisors Inc's official website and social media links?

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CFM Advisors Inc's official website is cfmadvisorsinc.com and has social profiles on LinkedIn.

What is CFM Advisors Inc's NAICS code?

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CFM Advisors Inc's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CFM Advisors Inc have currently?

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As of April 2026, CFM Advisors Inc has approximately 22 employees across 2 continents, including North AmericaEurope. Key team members include President: G. M.Founder: L. R.Managing Partner: G. C.. Explore CFM Advisors Inc's employee directory with LeadIQ.

What industry does CFM Advisors Inc belong to?

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CFM Advisors Inc operates in the Investment Management industry.

What technology does CFM Advisors Inc use?

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CFM Advisors Inc's tech stack includes MySQLMicrosoft 365SlickFancyBoxjQueryGoogle MapsPHPNginx.

What is CFM Advisors Inc's email format?

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CFM Advisors Inc's email format typically follows the pattern of FLast@clearhorizongroup.com. Find more CFM Advisors Inc email formats with LeadIQ.

When was CFM Advisors Inc founded?

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CFM Advisors Inc was founded in 1994.

CFM Advisors Inc

Investment ManagementNew York, United States11-50 Employees

CFM Advisors Inc primarily on corporate and personal investment plan advisory services with the objective of maximizing plan portfolio performance while minimizing plan portfolio risk.

Decades of Qualified Plan Investment Experience

CFM Advisors is an SEC Registered Investment Advisory firm equally dedicated to providing high quality, independent, unbiased service.

Section iconCompany Overview

Headquarters
1373 Veterans Highway Suite 10 Hauppauge, New York United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    CFM Advisors Inc's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CFM Advisors Inc's revenue is estimated to be in the range of $10M$25M

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