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CAPITAL MANAGEMENT ADVISOR GROUP, LLC
1283 Boulevard Way
Walnut Creek, California 94595
Tel: 925-935-8200
About CAPITAL MANAGEMENT ADVISOR GROUP, LLC
CAPITAL MANAGEMENT ADVISOR GROUP, LLC, formally registered with the SEC as CAPITAL MANAGEMENT ADVISOR GROUP, LLC. The firm was established in 08/12/2019. They have over 2 offices throughout the country.
CAPITAL MANAGEMENT ADVISOR GROUP, LLC is a Walnut Creek, California based Financial Planning firm with nearly $188,132,900 assets under management, offering retirement planning & investment advisory services to 242 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304617 |
| SEC# | 801-117169 |
| Assets Managed by Firm | $188,132,900 |
| No. of Clients | 242 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 242 | $188,132,900 |
| Individuals (other than high net worth individuals) | 43 | $4,518,400 |
| High net worth individuals | 49 | $183,377,500 |
| Charitable organizations | Fewer than 5 clients | $237,000 |
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