Overview
Assets Under Management: $225 million
Headquarters: NORTH BARRINGTON, IL
High-Net-Worth Clients: 30
Average Client Assets: $3.5 million
Frequently Asked Questions
CAFG WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165901), CAFG WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CAFG WEALTH MANAGEMENT, INC. is headquartered in NORTH BARRINGTON, IL.
CAFG WEALTH MANAGEMENT, INC. serves 30 high-net-worth clients according to their SEC filing dated February 02, 2024. View client details ↓
According to their SEC Form ADV, CAFG WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAFG WEALTH MANAGEMENT, INC. manages $225 million in client assets according to their SEC filing dated February 02, 2024.
According to their SEC Form ADV, CAFG WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.35%
Average Client Assets: $3.5 million
Total Client Accounts: 234
Discretionary Accounts: 234
Regulatory Filings
CRD Number: 165901
Filing ID: 1816890
Last Filing Date: 2024-02-02 10:38:00