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| CMG Financial Consulting LLC
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|
|---|---|
| CRD # | 288359 |
| SEC # | 801-131413 |
| CIK # | |
| AUM | $149.6 M (2026-01-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 877-695-8004 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 18.7 |
| (b) Individuals (high net worth individuals) | 44 | 130.0 |
| (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 | 2 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 149.6 |
| By Discretionary | ||
| Discretionary | 451 | 148.7 |
| Non-Discretionary | 2 | 0.9 |
| Total | 453 | 149.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.6 | |
| Total | 453 | 149.6 |
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|---|---|---|
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
A Smarter Way to Invest Inc
✚
|
MI | 0.1 |
|
Schneider Meredith Hall
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|
0.1 | |
|
Portfolio Design Services LLC
✚
|
WI | 0.1 |
|
Allstreet Financial LLC
✚
|
PA | 0.1 |
|
Second Summit Wealth Management LLC
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|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Oakmont Advisory Group LLC
✚
|
NM | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Guardant Partners LLC
✚
|
FL | 0.1 |