Key Metrics
Assets Under Management
N/A
Manages Private Funds
No
Performance-Based Fees
No
Client Category
Investment Adviser Clients
Allocation Score
45
Investment Profile
Allocation Signals
Mentions Alternatives
Key Decision Makers
C
Chris Deacy
wealth advisor, CERTIFIED FINANCIAL PLANNER™, and the founder of CMD Wealth Partners
J
Jake Burke
wealth advisor with CMD Wealth Partners
C
Clint Sandmann
investment advisor representative
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