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Anthony Mandile

CM Financial Advisors, LLC

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About Anthony Mandile

Anthony Mandile is an investment advisor representative at Cm Financial Advisors, LLC. Anthony has been a Registered Investment Advisor since 2000 and is licensed in Connecticut. Anthony specializes in providing financial planning and portfolio management services to individuals. Anthony has a long history in the financial industry, having worked as a Certified Public Accountant for CIAMPI, MANDILE & COMPANY since 1990.

Firm Information

Anthony Mandile is currently registered with CM Financial Advisors, LLC. CM Financial Advisors, LLC is an investment advisor that provides portfolio management services for individuals. The firm manages $36,315,797 in assets for 96 clients.

$36.32M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Mandile’s Registration & Firm History

CT

03/09/2000 - Present

CM Financial Advisors, LLC (ROCKY HILL, CT CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Mandile.
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