Cfm Advisors, Inc. at Suffolk County lists Anthony Ward, Esq. of Hauppauge, NY and Victor J Matera of Wallace, NC as the associates.
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Anthony Ward, Esq.
DOS Process
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1373 VETERANS HWY STE 10, HAUPPAUGE, NY 11788
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Victor J Matera
CEO
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VICTOR J MATERA, WALLACE, NC 28466
(View Past Addresses)
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Suffolk County
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCFM ADVISORS, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$251,635 / $489,727 | 2023 | CFM ADVISORS, INC. PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $251,635 / $489,727 |
| 2022 | Plan NameCFM ADVISORS, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$156,879 / $251,635 | 2022 | CFM ADVISORS, INC. PROFIT SHARING PLAN - Plan #001 | 2 / 4 | $156,879 / $251,635 |
| 2021 | Plan NameCFM ADVISORS, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$134,337 / $156,879 | 2021 | CFM ADVISORS, INC. PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $134,337 / $156,879 |
| 2020 | Plan NameCFM ADVISORS, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$11,333 / $134,337 | 2020 | CFM ADVISORS, INC. PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $11,333 / $134,337 |
| 2019 | Plan NameCFM ADVISORS, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $11,333 | 2019 | CFM ADVISORS, INC. PROFIT SHARING PLAN - Plan #001 | 1 / 1 | $0 / $11,333 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/29/2020 | Approved$64,063 Forgiven$64,609 LenderSignature Bank Jobs5 | 04/29/2020 | $64,063 | $64,609 | Signature Bank | 5 |
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Cfm Investment Advisors, Inc.
Registered in Florida
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Naples, FL | View Report |
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Cep Consultants Inc.
Registered in New York
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Hauppauge, NY | View Report | |
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Erisa Fiduciary Services Inc.
Registered in Florida
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Saint Petersburg, FL Hauppauge, NY (2 more) | View Report |
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M Realty Associates, LLC
Registered in North Carolina
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Wallace, NC | View Report |