Overview
Assets Under Management: $342 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Frequently Asked Questions
CMG GLOBAL HOLDINGS, LLC 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 #307513), CMG GLOBAL HOLDINGS, LLC is subject to fiduciary duty under federal law.
CMG GLOBAL HOLDINGS, LLC is headquartered in PLANO, TX.
CMG GLOBAL HOLDINGS, LLC serves 114 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, CMG GLOBAL HOLDINGS, LLC offers portfolio management for individuals. View all service details ↓
CMG GLOBAL HOLDINGS, LLC manages $342 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, CMG GLOBAL HOLDINGS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 648
Discretionary Accounts: 614
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 307513
Last Filing Date: 2025-01-31 00:00:00
Website: https://cmgwm.com