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| Consolidated Financial Management Group LLC
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| |
|---|---|
| CRD # | 119695 |
| SEC # | 801-112968 |
| CIK # | 0001556168 |
| AUM | $441.2 MM (2024-03-15) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 614-932-0000 |
| Address | 5850 Venture Drive Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.0 | |
| AVGO | 201,282.9 | 0.0 | |
| MU | 64,610.3 | 0.0 | |
| PANW | 49,011.6 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| BX | 69,051.8 | 0.0 | |
| NOW | 94,905.7 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 567 | 103.1 |
| (b) Individuals (high net worth individuals) | 60 | 68.8 |
| (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 | 62 | 269.3 |
| (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 | 1,348 | 441.2 |
| By Discretionary | ||
| Discretionary | 1,286 | 171.9 |
| Non-Discretionary | 62 | 269.3 |
| Total | 1,348 | 441.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 441.2 | |
| Total | 1,348 | 441.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001556168] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AF Advisors Inc
✚
|
CA | 0.4 |
|
Pacific Ridge Capital Partners LLC
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|
OR | 0.4 |
|
Keidan Financial Consultants LLC
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OH | 0.4 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.4 |
|
Trinity Financial Partners II LLC
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PA | 0.4 |
|
Cerro Pacific Wealth Advisors LLC
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|
CA | 0.4 |
|
Oxler Private Wealth LLC
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|
NY | 0.4 |
|
Edmonds Duncan Registered Investment Advisors LLC
✚
|
KS | 0.4 |
|
West Oak Capital LLC
✚
|
ID | 0.4 |
|
Wellspring Wealth Management LLC
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|
GA | 0.4 |