Okapi LLC (dba “CMC Advisors”) is a Registered Investment Advisor interested in helping individuals, families and small businesses accomplish financial peace of mind by helping them:
- Save and Invest for their Future
- Plan for Retirement
- Develop Retirement Distribution Strategies
- Portfolio strategies are customized for each client based on their investor profile, considering both risk tolerance and time horizon.
Please Note: CMC Advisors is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice forcompensation, will not be made without registration or exemption.
Company Details
- Founded
- -
- Address
- Seattle, Wa 98122, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- CMC ADVISORS.
- HQ
- Seattle, WA
Cmc Advisors Questions
Cmc Advisors's website is http://www.courtneymasoncapitaladvisors.com
Cmc Advisors's LinkedIn profile is https://www.linkedin.com/company/cmcadvisors
Cmc Advisors's industry is
Investment Management
Cmc Advisors's categories are Investment Management
Cmc Advisors's founding year is 2019
