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| CFG Wealth Management Services Inc
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|---|---|
| CRD # | 108351 |
| SEC # | 801-135897 |
| CIK # | 0002133547 |
| AUM | 110.2 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 317-841-7959 |
| Address | 9840 Westpoint Drive Indianapolis, IN 46256 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002133547 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Transmedics Group Inc | 0.5 | ||
| Transdel Pharmaceuticals Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 6.8 |
| (b) Individuals (high net worth individuals) | 41 | 73.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 25.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 202 | 110.2 |
| By Discretionary | ||
| Discretionary | 202 | 110.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 202 | 110.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.2 | |
| Total | 202 | 110.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002133547] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
IL | 110.4 M |
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CornerStone Professional Advisor Services LLC
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Servatus Capital LLC
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Bentham Wealth Advisors Inc
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|
Lockerman Financial Group Inc
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SFGA LLC
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HI | 110.1 M |