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CAFG WEALTH MANAGEMENT, INC.
NORTH BARRINGTON, IL
847-991-1099
SEC #801-77473Total AUM
$225.2M
Employees
4Clients
234Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
110 S WYNSTONE PARK DRIVE
SUITE 103
NORTH BARRINGTON
IL 60010
United States
SUITE 103
NORTH BARRINGTON
IL 60010
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
847-991-1099
Financials
Total AUM
$225.2M
Accounts
234Discretionary
$225.2M
Accounts
234Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
200AUM
$108.3M
HNW Individual Clients
30AUM
$104.4M
Charitable Organization Clients
1AUM
$9.1M
Corporation or Business Clients
3AUM
$3.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING AND TAX RETURN PREPARATION SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLILNHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.