CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. X-17A-5 (2017-08-21) — Broker-dealer annual report

Full text of CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC.'s X-17A-5 filed 2017-08-21 (period 2017-06-30). 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: 2017-08-21
• Period: 2017-06-30
• Accession: 0000744147-17-000001
• CIK: 744147
• File #: 8-31691
• Material weakness: No
• Auditor: EDWARD OPPERMAN
• Auditor location: LAFAYETTE, IN
• Contact: CRAIG ADAMS
• Phone: 248-540-7511
• Signed by: CRAIG ADAMS (VICE PRESIDENT, CCO)

Document text (excerpt)

X-17A-5 0000744147 XXXXXXXX LIVE false false false 07-01-2016 06-30-2017 Broker-dealer N CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. 1700 WEST BIG BEAVER SUITE 320 TROY MI 48084 CRAIG ADAMS 248-540-7511 EDWARD OPPERMAN 1901 KOSSUTH STREET LAFAYETTE IN 47905 Certified Public Accountant CRAIG ADAMS CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. 08-03-2017 CRAIG ADAMS VICE PRESIDENT, CCO Y

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Original filing on SEC EDGAR (source of record)