Cmh Wealth Management, Llc (North Hampton)
Cmh Wealth Management, Llc Is a Large Advisory Firm Based in North Hampton. It Manages $414.52 Million of Regulatory Assets for 339 Client Accounts. It Has...
Cmh Wealth Management, LLC is a large advisory firm based in North Hampton. It manages $414.52 million of regulatory assets for 339 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Maine, and 3 other states.
Cmh Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cmh Wealth Management: assets under management
The assets under management (AUM) of Cmh Wealth Management, LLC is $414.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1363% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $414.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.22 million each.
Cmh Wealth Management has custody of $208.38 million in cash and securities for 65 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 41% of the total AUM. The second-largest asset type is investment and business development companies, which make up 23% of the firm’s portfolio. Investments in state and local bonds form 17% of the total invested assets.
Alexander Ross has covered the video game industry for a decade, writing deep dives on game design, esports tournaments, VR developments, and gaming culture.
