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Home > Retirement Planners > georgia > atlanta > CMC FINANCIAL GROUP, LLC
CMC FINANCIAL GROUP, LLC
7000 Central Parkway
Suite 225
Atlanta, Georgia 30328
Tel: (678) 690-8800
About CMC FINANCIAL GROUP, LLC
CMC FINANCIAL GROUP, LLC, formally registered with the SEC as CMC FINANCIAL GROUP, LLC. The firm was established in 03/28/2018. They have over 1 offices throughout the country.
CMC FINANCIAL GROUP, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $196,337,862 assets under management, offering retirement planning & investment advisory services to 413 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292413 |
| SEC# | 801-112662 |
| Assets Managed by Firm | $196,337,862 |
| No. of Clients | 413 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 413 | $196,337,862 |
| Individuals (other than high net worth individuals) | 141 | $31,672,853 |
| High net worth individuals | 40 | $164,071,707 |
| Corporations or other businesses | Fewer than 5 clients | $40,007 |
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