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Home > Retirement Planners > texas > dallas > CPMG, INC.
CPMG, INC.
4215 West Lovers Lane
Suite 100
Dallas, Texas 75209
Tel: 214-871-6829
About CPMG, INC.
CPMG, INC, formally registered with the SEC as CPMG, INC. The firm was established in 12/14/2005. They have over 1 offices throughout the country.
CPMG, INC. is a Dallas, Texas based Financial Planning firm with nearly $1,043,445,000 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131417 |
| SEC# | 801-64945 |
| Assets Managed by Firm | $1,043,445,000 |
| No. of Clients | 26 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $1,043,445,000 |
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