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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