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Building 2CMG CAPITAL MANAGEMENT GROUP, INC.

Map pinMALVERN, PA
Phone610-989-9090
NotebookSEC #801-43455
Total AUM
$256.5M
Employees
10
Clients
538

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 VALLEY STREAM PARKWAY
SUITE 201
MALVERN
PA 19355
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
610-989-9090

ReceiptFinancials

Total AUM
$256.5M
Accounts
951
Discretionary
$210.5M
Accounts
808
Non-Discretionary
$46M
Accounts
143

ContactClients

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Individual Clients
470
AUM
$78.6M
HNW Individual Clients
66
AUM
$157.3M
Pooled Vehicle Clients
2
AUM
$20.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
SEC/CFTC Violation Finding
State Registrations
AZCACOFLGAIDILLAMAMDMIMNMONCNENHNJNVNYOHORPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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