|
⚲
|
| Keyboard |
| CMG Financial Consulting LLC
✚
|
|
|---|---|
| CRD # | 288359 |
| SEC # | 801-131413 |
| CIK # | |
| AUM | 149.6 M (2026-01-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Parrish Capital LLC
✚
|
GA | 150.0 M |
|
A Smarter Way to Invest Inc
✚
|
MI | 150.0 M |
|
Schneider Meredith Hall
✚
|
149.8 M | |
|
Portfolio Design Services LLC
✚
|
WI | 149.7 M |
|
Allstreet Financial LLC
✚
|
PA | 149.7 M |
|
Second Summit Wealth Management LLC
✚
|
149.7 M | |
|
Clarity Financial Advisors LLC
✚
|
FL | 149.5 M |
|
Oakmont Advisory Group LLC
✚
|
NM | 149.5 M |
|
Purewater Capital LLC
✚
|
TX | 149.5 M |
|
Guardant Partners LLC
✚
|
FL | 149.3 M |