Consolidated Financial Management Group LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Consolidated Financial Management Group LLC
CRD #119695
SEC #801-112968
AUM $96.7 MM (100% Disc, 100% US, 2020-03-30)
Employees3 (100% Investors, 0% Brokers)
Address5850 Venture Drive
Dublin, OH 43017
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Arbor Research & Trading Inc
IL 0.1
Emergent Wealth Advisors LLC
NY 0.1
Novatera Capital PTE Ltd
Axiom Investment Advisers LLC
NY 0.1
Winter S A & Associates Inc
CA 0.1
Sterling Wealth Management LLC
NY 0.1
Orchard Capital Management LLC
IL 0.1
Pariax LLC
CA 0.1
Charlesworth & RUGG Inc
CA 0.1
Boston Private Asset Management Inc
MA 0.1
Terms of Service | Privacy Policy | User Guide