Confidential Management Financial Services, Inc.

Overview

Confidential Management Financial Services, Inc. is a Broker Dealer based in Troy, MI, formed in 1983 in Michigan. Its 2 registered representatives work across 1 branch offices in 1 state.

Registered reps

2

Branch offices

1

Formed

1983

Jurisdictions

5

Contact

1 phone number on file

Practice

Products and services

• Alternative Investments
• Insurance
• Limited Partnerships Primary Distributions
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 1 of 1

• Craig Maxwell Adams President, Chief Compliance Officer, Chief Operations Officer CRD 969

Registered reps 2 of 2

• Craig M Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 969
• Nicole Marie Boisvert Registered Rep CRD 8314465

Location

Headquarters

1700 W Big Beaver Rd Ste 320
Troy, MI 48084

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Branch offices

1 in 1 state

Registrations

• FINRA member, corporation formed in Michigan
• Registered in 5 jurisdictions
• Website: confidentialmgt.com

Every state, with registration dates

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