Company Information

Get to know CMK Wealth Management

CMK Wealth Management is a registered investment advisory (RIA) firm based in Columbia, Maryland. Founded with the mission to provide objective and comprehensive financial guidance, the company operates on a fee-only basis, ensuring its advice is aligned with the clients' best interests without the conflicts of interest associated with commission-based compensation. They specialize in creating personalized financial plans that cover investment management, retirement planning, estate planning, and risk management for individuals, families, and business owners. The firm emphasizes a fiduciary duty, meaning they are legally and ethically bound to act in their clients' best interests at all times.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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CMK Wealth Management

Canada

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.