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CMG CAPITAL MANAGEMENT GROUP, INC.
10 Valley Stream Parkway
Suite 202
Malvern, Pennsylvania 19355
Tel: 610-989-9090
About CMG CAPITAL MANAGEMENT GROUP, INC.
CMG CAPITAL MANAGEMENT GROUP, INC, formally registered with the SEC as CMG CAPITAL MANAGEMENT GROUP, INC. The firm was established in 03/04/1993. They have over 4 offices throughout the country.
CMG CAPITAL MANAGEMENT GROUP, INC. is a Malvern, Pennsylvania based Financial Planning firm with nearly $205,262,625 assets under management, offering retirement planning & investment advisory services to 1410 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110750 |
| SEC# | 801-43455 |
| Assets Managed by Firm | $205,262,625 |
| No. of Clients | 1410 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Subscription fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1410 | $205,262,625 |
| Individuals (other than high net worth individuals) | 221 | $54,934,768 |
| High net worth individuals | 259 | $147,900,857 |
| Other investment advisers | Fewer than 5 clients | $2,427,000 |
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