Clm Capital Management LLC is an adviser based in Sanford. It manages $28.19 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Maine.
Clm Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clm Capital Management LLC is $28.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clm Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Weyland Henkel has served as the Chief Investment Officer since 1 Nov 1999. David Bruce Mcnamee joined the executive team most recently as the Chief Compliance Officer/Managing Member.
The principal office where Clm Capital Management LLC performs its advisory services is located at 6 B Washington Street, Sanford, ME 04073, which is also the mailing address of the firm. An additional office of the firm is in Portsmouth, NH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-636-7068 or by fax 207-459-7209. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.clmcm.com.