![Doug Smorag](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Doug Smorag
Directeur des opérations chez CM Wealth Advisors LLC
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Jim Wert | M | 75 |
CM Wealth Advisors LLC
![]() CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities.
CMWA Capital Appreciation Fund LLC
![]() CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005. | 24 ans |
Cindy Koury | F | - |
CM Wealth Advisors LLC
![]() CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities. | 12 ans |
Paul Bodnar | M | - |
CM Wealth Advisors LLC
![]() CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities. | 9 ans |
John Edgar Kohl | M | - |
CM Wealth Advisors LLC
![]() CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities.
CMWA Capital Appreciation Fund LLC
![]() CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005. | 22 ans |
John Paul Batt | M | - |
CMWA Capital Appreciation Fund LLC
![]() CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005. | - |
Anderson A. Chace | M | - |
CMWA Capital Appreciation Fund LLC
![]() CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005. | - |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Fred G. Botek | M | - |
CM Wealth Advisors LLC
![]() CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities. | - |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 7 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Doug Smorag
- Réseau Personnel