RIA Intel›Advisers›New Jersey›CTM FINANCIAL, LLC

CTM FINANCIAL, LLC

Advisory

NJ

Data as of Apr 10, 2025 · Source: SEC Form ADV

Average account
$603K
across 18 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 10, 2025.

Total AUM
$11M
Discretionary %
100%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

ADAERO CAPITAL MANAGEMENT, LLC
$11M
BSQUARE INVESTALYTIX LLC
$11M
ARRINGTON FINANCIAL ADVISORS, LLC
$11M
BIANCO WEALTH ADVISORS LLC
SUMMIT, NJ
$11M
BERUNDA CAPITAL MANAGEMENT LLC
PRINCETON, NJ
$11M
STONEBRIDGE CAPITAL MANAGEMENT II LLC
PARAMUS, NJ
$11M
-1.6% 1Y

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