Overview
Assets Under Management: $150 million
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Frequently Asked Questions
CMG FINANCIAL CONSULTING 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 #288359), CMG FINANCIAL CONSULTING is subject to fiduciary duty under federal law.
CMG FINANCIAL CONSULTING serves 44 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, CMG FINANCIAL CONSULTING offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CMG FINANCIAL CONSULTING manages $150 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, CMG FINANCIAL CONSULTING serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 453
Discretionary Accounts: 451
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 288359
Filing ID: 2042849
Last Filing Date: 2026-01-20 12:46:17