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THE CAVANAUGH GROUP INC
70 Fort Walker Drive
Hilton Head Island, South Carolina 29928
Tel: 410-241-0084
About THE CAVANAUGH GROUP INC
THE CAVANAUGH GROUP INC, formally registered with the SEC as THE CAVANAUGH GROUP INC. The firm was established in 09/29/1995. They have over 1 offices throughout the country.
THE CAVANAUGH GROUP INC is a Hilton Head Island, South Carolina based Financial Planning firm with nearly $437,332,982 assets under management, offering retirement planning & investment advisory services to 120 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105931 |
| SEC# | 801-50257 |
| Assets Managed by Firm | $437,332,982 |
| No. of Clients | 120 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 120 | $437,332,982 |
| Individuals (other than high net worth individuals) | 20 | $7,475,605 |
| High net worth individuals | 22 | $422,462,237 |
| Pension and profit sharing plans | 1 | $6,334,905 |
| Charitable organizations | 1 | $1,060,235 |
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