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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CMG Financial Consulting LLC
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|---|---|
| CRD # | 288359 |
| SEC # | 801-131413 |
| CIK # | |
| AUM | $109.8 M (2025-04-04) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 877-695-8004 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 14.2 |
| (b) Individuals (high net worth individuals) | 41 | 94.9 |
| (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 | 0.7 |
| (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 | 103 | 109.8 |
| By Discretionary | ||
| Discretionary | 101 | 109.1 |
| Non-Discretionary | 2 | 0.7 |
| Total | 103 | 109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.8 | |
| Total | 103 | 109.8 |
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|---|---|---|
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
Kerr Financial Planning Corporation
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|
CA | 0.1 |
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My Financial Aurora Limited Liability Company
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TX | 0.1 |
|
Financial Planning Fort Collins LLC
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CO | 0.1 |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
Breakwater Financial LLC
✚
|
MA | 0.1 |
|
Servatus Capital LLC
✚
|
FL | 0.1 |