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CMG WEALTH MANAGEMENT
2500 Dallas Parkway, Suite 400
Plano, Texas 75093
Tel: 469-729-7084
About CMG WEALTH MANAGEMENT
CMG WEALTH MANAGEMENT, formally registered with the SEC as CMG WEALTH MANAGEMENT. The firm was established in 03/06/2020. They have over 1 offices throughout the country.
CMG WEALTH MANAGEMENT is a Plano, Texas based Financial Planning firm with nearly $342,313,013 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307513 |
| SEC# | 801-118163 |
| Assets Managed by Firm | $342,313,013 |
| No. of Clients | 648 |
| No. of Advisors | 4 |
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 | 648 | $342,313,013 |
| Individuals (other than high net worth individuals) | 190 | $51,335,722 |
| High net worth individuals | 114 | $280,523,046 |
| Pension and profit sharing plans | 1 | $5,520,851 |
| Charitable organizations | 1 | $843,647 |
| Corporations or other businesses | 7 | $3,925,624 |
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