CMA FINANCIAL SERVICES

CMA FINANCIAL SERVICES of ATLANTA, GA is an SEC-registered investment adviser (CRD 283847). Regulatory assets under management: $13.1M.

Registration

• CRD: 283847
• Type: Registered investment adviser
• Location: 1 DUNWOODY PARK, S, ATLANTA, GA, 30338
• Phone: 770-493-7578
• Latest filing: 2026-05-12
• Regulatory AUM: $13.1M
• Discretionary AUM: $13.1M
• Clients: 3
• Accounts: 169

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283847 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search