CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. X-17A-5 (2016-08-26) — Broker-dealer annual report

Full text of CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC.'s X-17A-5 filed 2016-08-26 (period 2016-06-30). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC.
• Form: X-17A-5
• Filed: 2016-08-26
• Period: 2016-06-30
• Accession: 0000744147-16-000002
• CIK: 744147
• File #: 8-31691
• Material weakness: Yes
• Auditor: Opperman, Edward
• Auditor location: Lafayette, IN
• Contact: Craig Adams
• Phone: 2485407511
• Signed by: Craig Adams (Vice President)

Document text (excerpt)

X-17A-5 0000744147 XXXXXXXX LIVE false false false 07-01-2015 06-30-2016 Broker-dealer Y CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. 1700 WEST BIG BEAVER SUITE 320 TROY MI 48084 Craig Adams 2485407511 Opperman, Edward 1901 Kossuth Street Lafayette IN 47905 Certified Public Accountant Craig Adams CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. 06-30-2016 No acceptions Craig Adams Vice President Y

Read the full text as markdown

Other filings by this registrant

• X-17A-5 — 2024-08-26
• X-17A-5 — 2023-11-30
• X-17A-5 — 2022-08-29
• X-17A-5 — 2021-08-25
• X-17A-5 — 2020-08-20
• X-17A-5 — 2019-08-26
• X-17A-5 — 2018-09-04
• X-17A-5 — 2017-08-21
• X-17A-5 — 2016-04-25
• X-17A-5 — 2015-08-24
• X-17A-5 — 2014-08-18
• X-17A-5 — 2013-08-06

Original filing on SEC EDGAR (source of record)