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Building 2CMG WEALTH MANAGEMENT

Map pinPLANO, TX
Phone469-729-7084
NotebookSEC #801-118163
Total AUM
$379.4M
Employees
4
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 DALLAS PARKWAY, SUITE 400
PLANO
TX 75093
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
469-729-7084

ReceiptFinancials

Total AUM
$379.4M
Accounts
674
Discretionary
$350.3M
Accounts
591
Non-Discretionary
$29.1M
Accounts
83

ContactClients

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Individual Clients
203
AUM
$58.9M
HNW Individual Clients
122
AUM
$309M
Pension/Profit Sharing Plan Clients
1
AUM
$6.2M
Charitable Organization Clients
5
AUM
$873K
Corporation or Business Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLLATX

HandshakeAffiliates

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

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