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Building 2CMG FINANCIAL CONSULTING

Map pin
Phone(877) 695-8004
NotebookSEC #801-131413
Total AUM
$149.6M
Employees
4
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(877) 695-8004
Other Offices
1

ReceiptFinancials

Total AUM
$149.6M
Accounts
453
Discretionary
$148.7M
Accounts
451
Non-Discretionary
$950K
Accounts
2

ContactClients

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Individual Clients
72
AUM
$18.7M
HNW Individual Clients
44
AUM
$130M
Pension/Profit Sharing Plan Clients
2
AUM
$950K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLANYOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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