Overview
Assets Under Management: $205 million
Headquarters: MALVERN, PA
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
CMG CAPITAL MANAGEMENT GROUP, 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 #110750), CMG CAPITAL MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
CMG CAPITAL MANAGEMENT GROUP, INC. is headquartered in MALVERN, PA.
CMG CAPITAL MANAGEMENT GROUP, INC. serves 68 high-net-worth clients according to their SEC filing dated April 16, 2024. View client details ↓
According to their SEC Form ADV, CMG CAPITAL MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CMG CAPITAL MANAGEMENT GROUP, INC. manages $205 million in client assets according to their SEC filing dated April 16, 2024.
According to their SEC Form ADV, CMG CAPITAL MANAGEMENT GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,410
Discretionary Accounts: 807
Non-Discretionary Accounts: 603
Regulatory Filings
CRD Number: 110750
Last Filing Date: 2024-04-16 00:00:00
Website: https://cmgwealth.com