CDM FINANCIAL COUNSELING SERVICES, INC. of NORWICH, CT is an SEC-registered investment adviser (CRD 126295). Regulatory assets under management: $315.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Steven L Bokoff | PRESIDENT, TREASURER | — |
| Andrew Drake Sawyer | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | — |
| Denise G Lindell | SHAREHOLDER | — |
| KANTER BARBARA JEAN | SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| KANTER ERIC NORMAN | PORTFOLIO MANAGER; SHAREOWNER; VICE PRESIDENT | — |
| GOLDBLATT MICHAEL ABBOTT | PRESIDENT; SHAREOWNER | — |
| BOKOFF STEVEN L | PRESIDENT, TREASURER; TREASURER | — |
| KANTER BARBARA D | CHIEF COMPLIANCE OFFICER; EMPLOYEE; SECRETARY/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SAWYER ANDREW DRAKE | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT; VICE PRESIDENT, SECRETARY | — |
| Lindell Denise G | SHAREHOLDER | — |
| Steven L. Bokoff | PRESIDENT, TREASURER | — |