CMC Advisors
Investment Management • 
Seattle, Washington, United States • 1-10 Employees
Company overview
| Headquarters | Seattle, Washington, United States |
| Website | |
| NAICS | 5231 |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at CMC Advisors
Courtney Mason
Founder & Principal
About CMC Advisors
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.
CMC Advisors revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CMC Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CMC Advisors has never raised funding before.
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