Overview
Assets Under Management: $342 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 114
Average Client Assets: $2 million
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