Overview
Assets Under Management: $110 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 41
Average Client Assets: $1.8 million
Frequently Asked Questions
CFG WEALTH MANAGEMENT SERVICES 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 #108351), CFG WEALTH MANAGEMENT SERVICES INC is subject to fiduciary duty under federal law.
CFG WEALTH MANAGEMENT SERVICES INC is headquartered in INDIANAPOLIS, IN.
CFG WEALTH MANAGEMENT SERVICES INC serves 41 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, CFG WEALTH MANAGEMENT SERVICES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CFG WEALTH MANAGEMENT SERVICES INC manages $110 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, CFG WEALTH MANAGEMENT SERVICES 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
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.55%
Average Client Assets: $1.8 million
Total Client Accounts: 202
Discretionary Accounts: 202
Regulatory Filings
CRD Number: 108351
Filing ID: 2069978
Last Filing Date: 2026-03-19 13:03:34