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Building 2CMC FINANCIAL GROUP, LLC

Map pinATLANTA, GA
Phone(678) 690-8800
NotebookSEC #801-112662
Total AUM
$119.3M
Employees
4
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7000 CENTRAL PARKWAY
SUITE 225
ATLANTA
GA 30328
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(678) 690-8800
Other Offices
1

ReceiptFinancials

Total AUM
$119.3M
Accounts
365
Discretionary
$83.2M
Accounts
168
Non-Discretionary
$36M
Accounts
197

ContactClients

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Individual Clients
147
AUM
$29.3M
HNW Individual Clients
29
AUM
$81.1M
Corporation or Business Clients
1
AUM
$2.3K
Other Clients
54
AUM
$8.8M
Description of Other Clients
UNASSIGNED

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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